The document outlines a 5-step financial planning process: 1. Understand the client's personal circumstances 2. Design the financial strategy 3. Produce and present a statement of advice 4. Implement the recommendations 5. Continuously review and monitor progress

1. Financial Planning Process – Style 3
Step 1
Understand Your
Personal
Step 2
Circumstances
Design the
Financial
Step 3
Strategy
Produce and Present
Your
Statement of Advice Step 4
Implement the
Step 5 Recommendations
Continuously
Review & Monitor
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3. Financial Planning Process – Style 3
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4. Financial Planning Process – Style 3
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5. Financial Planning Process – Style 3
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6. Financial Planning Process – Style 3
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7. Financial Planning Process – Style 3
Your Text Here
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Step 3 • Download this awesome
diagram
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PowerPoint
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• Your Text Goes here
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