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