The best time to start your personal financial plan is yesterday. The next best time is today.
A personalized financial plan should a process. Clients can work with their financial advisor to complete a comprehensive financial plan using the following six steps:
- Clarify your present situation
- Identify goals and objectives
- Identify financial challenges
- Review recommendations
- Implement strategies
- Monitor and review the plan
This infographic offers walks clients through these steps and why they are important.
- Available to personalize for individual Advisors
- Web-ready format
- Print-ready format (8.5″ x 11″)
- Available for full corporate branding
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The best time to start your personal financial plan is yesterday. The next best time is today.Order Branded Version