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Financial Plan

FPSB’s Financial Planning Process for a Financial Plan consists of six steps that financial planning professionals use to consider all aspects of your financial situation:

  • Explain the process so you can decide if it is what you need
  • Gather your data, including goals
  • Analyse and evaluate your financial situation based on the information provided
  • Develop and present financial planning recommendations and/or alternatives
  • Implement the financial planning recommendations
  • Monitor the financial planning recommendations – your progress towards your goals

Once your plan has been implemented we will agree the next review date.

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