Sagot :
Answer:
The 7 Steps of Financial Planning
The 7 Steps of Financial Planning.
Step 1: Understanding the Circumstances.
Step 2: Identifying and Selecting Goals.
Step 3: Analyzing the Client's Situation.
Step 4: Develop the Plan.
Step 5: Presenting the Recommendations.
Step 6: Implementing Recommendation(s)
Step 6: Monitor the Plan.