財務策劃程序

 

 

 

The Financial Planning Process is a straight-forward 6-step approach which provides you with action plans designed to achieve financial goals and financial health.

 

Establishing

client-planner relationships

Gathering client data

and

determining goals

and

expectations

Determining

the client's

financial status analysing

and

evaluating 

clients information

Pencil

Developing

and

presenting the financial plan

Implementing

the financial plan

Monitoring the financial plan