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.