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

Developing
and
presenting the financial plan
Implementing
the financial plan
Monitoring the financial plan