Fundamentals of Financial Planning - Dalton

Question 1

Name the 7 Steps in the financial Planning Process

Answer 1

1. Understanding Personal and Financial Circumstances.
2. Identify and Select Goals.
3. Analyze client’s current course and potential alternative courses of action,
4. Develop planning recommendations.
5. Present recommendations.
6. Implement Recommendations.
7. Monitor

Uber Is A Drunk Persons Immediate Motor vehicle
Understand Identify Analyze Develop Present Implement Monitor