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6 STAGE CERTIFIED FINANCIAL PLANNING PROCESS
1. Collecting and assessing all relevant personal and financial data, and gathering all your personal financial information, i.e. Where are you now?
2. Identifying financial objectives and problems. This includes:
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Finding out what is important to you
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What are your aims, ambitions, dreams and desires?
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Where do you want to go to, where do you want to be?
3. Analysing your current situation and confirming where you are compared with where you want to be.
4. Creating a plan that will tell you what you need to do to get to where you want to be in life. We may also create a lifetime cashflow forecast that will show you how long your money will last.
5. Implementing the plan and our financial planning recommendations.
6. Having an Annual Financial Planning Meeting to review the plan in light of any changes in circumstances, objectives, government legislation or market conditions.
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