YFI   Youngblood Financial, Inc.
                  Private Client Services
  
 
 

The major steps in the Financial Planning process are...

1. Define the Client-Planner Relationship Mutually define the scope of the engagement
2. Gather Data Collect necessary quantitative and qualitative data
3. Analyze Financial Status Analyze financial strengths/weakness in relation to the stated goals
4. Recommend Action Plan Present techniques for achieving specific goals
5. Implement Action Plan Implement the plan using the assistance of other professionals as appropriate (CPA, Lawyer, etc.)
6. Monitor Results Periodic review of progress toward the goals.  Revision of plans based on changing life events / situation

 

 
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