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Financial Consultation

CFP® Board of Professional Conduct Lists the Following 6 Steps to the Financial Planning Process:

  1. Establish And Define Client-Planner Relationship
  2. Gather Client Data, Including Goals
  3. Analyzing And Evaluating The Clients Current Financial Status
  4. Dev And Presenting Recommendations And/or Alternatives
  5. Implementing The Recommendations
  6. Monitoring The Recommendations
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