Intro To Financial Planning

Front 1

Step 1 in process

Back 1

Establish and define the client relationship.

Hint 1

Define

Front 2

Step 2 in FP process

Back 2

Gather client data.

Hint 2

Gather

Front 3

Step 3 in FP process

Back 3

Analyze and evaluate client financial status.

Hint 3

analyze

Front 4

Step 4 in FP process

Back 4

Develop and present financial plan recommendations

Hint 4

Develop

Front 5

Step 5 in FP process

Back 5

Implement financial plan recommendations.

Hint 5

Implement

Front 6

Step 6 in FP process

Back 6

Monitor the plan

Hint 6

Monitor