What are the financial planning steps?

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Question ajoutée par Abdallah Gaber Saber Maharik maharik , Finance Manager , Natpack
Date de publication: 2015/12/13

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1- Establishing and defining the client-planner relationship

2- Gathering client data and determining goals and expectations

3- Analyzing and evaluating the client's financial status

4- Developing and presenting the financial planning recommendations and/or alternatives

5- Implementing the financial planning recommendations

6- Monitoring the financial planning recommendations

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