Life goals can include buying a home, saving for a child’s education or planning for retirement.
In essence, the financial planning process consists of six steps
that help the client take a ''big picture'' view at where they are financially.
Using these six steps, you can work out where they are now, what they may need in the future and what must be done for them to reach their goals.
The process involves gathering relevant financial information, setting lifetime goals, examining their current financial status and coming up with a strategy or plan of how they can meet their goals given their current situation and future plans.
