The Financial Planning Process

Integrated Financial Wellness is guided by The Financial Planning Process:

                      1. Understand Client Circumstances

                      2. Identify and Select Goals Together

                      3. Analyze Current and Potential Courses of Action

                      4. Develop Planning Recommendations

                      5. Discuss Recommendations

                      6. Implement Mutually Agreed Course of Action

                      7. Monitor Progress and Update Regularly