The Financial Planning process includes six basic steps:
- Data Gathering
- Goal setting
- Identification of financial problems
- Preparation of written options/recommendations
- Implementation of the agreed upon recommendations
- Review and revision of the plan
The help of a professional Merlea Investments Financial Planner can make all the difference.
Remember... People don't plan to fail; they simply fail to plan. Success should not be a matter of luck - choice, not chance, determines destiny.