The method of Financial Planning

Steps of Financial Planning

The financial planner collects information and data and helps his client to:

  • define & prioritize his goals and desires
  • determine their economic size
  • assess potential risks
  • estimate the cost of achieving its goals
  • plan a long-term strategy for their implementation

The financial planner, in the personalized financial study he creates for his client:

  • visualizes and analyzes all this data
  • presents the financial results and proposed solutions
  • periodically reviews the client’s data over time, bringing about the necessary corrective actions in the design, in order to maintain a steady course towards achieving the goals