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Personal financial planning:

How you make your money is your business.
How to manage and protect it, is ours

The Six Steps to Financial Planning:

1. Establish and define the client-advisor relationship.

2. Gather client data, including goals.

3. Analyze and evaluate your financial status.

4. Develop and present financial planning recommendations and/or alternatives.

5. Implement the financial planning recommendations.

6. Monitor the financial planning recommendations.