Articles

The 6 Steps of Financial Planning

These are the following requirements to ensure comprehensive & efficient financial advisory services:

  • STEP 1
    Establishing a relationship and advising of services offered.

  • STEP 2
    Gathering information which will have an impact on the needs and goals of the client. Includes risk profiling.

  • STEP 3
    Analyze and evaluate the client’s financial status.

  • STEP 4
    Development of a financial plan with recommendations and proposals (co-create & educate).

  • STEP 5
    Implementation of agreed upon proposals.

  • STEP 6
    Ongoing monitoring of the plan and revising when necessary.


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