Article preview: Financial Planning is a process, with a well-defined series of steps. In this article, we describe Financial Planning is six steps. The first step is to establish and define the professional relationship between Planner and client. During this step, the Financial Planner will explain the process, the services they offer, and their qualifications and experience. This foundational step is essential to ensure you are confident the services on offer, along with the expertise of the Financial Planner, are best suited to your needs.
Six steps every Financial Planner follows
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This 578-word blog post describes the six-step Financial Planning process and what’s involved in each step. Written on 29th March 2020.
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