The Financial Planning process includes six basic steps:

  1. Data Gathering
  2. Goal setting
  3. Identification of financial problems
  4. Preparation of written options/recommendations
  5. Implementation of the agreed upon recommendations
  6. 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.