Financial Planning Process

The Financial Planning Process infographic highlights the six steps involved creating a comprehensive, personal financial plan. Establishing the scope of how you and your client will work together is a key first step in the financial planning process.

Comprehensive financial planning involves six steps.

This Financial Planning Process infographic is a guide to establishing how the planning process will unfold. Having clear expectations will serve to help build lasting relationships with clients. Details about responsibilities, time frames, and compensation should be clear from the onset, and this infographic helps to start the conversation about expectations.

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 starting place for the important relationship advisors build with their clients works well with the Value of Advice infographic.

Companion Calculator

Companion Financial Management calculators help to establish your current financial situation to begin the financial planning process. Companion calculators include:

Infographic Features

Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

Infographics are personalized with the advisor name, contact information and company logo.

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