The Financial Planning Process
Your plan will be as unique as you are. Each plan follows a comprehensive six step process:
A financial plan can be used by your advisors to show specific ways to reduce taxes, reduce portfolio risk, finance retirement, plan an estate, meet education expenses, protect the family, asset allocate, and build wealth.
|Certified Financial Planner Board
of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL
PLANNER™ and federally registered
CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.