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Benefits
Financial Planning Week
What Is Financial Planning
Why a CFP®



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What Is Financial Planning?

 
 

Financial planning is the process of managing your personal finances in order to achieve long-term goals.  The six steps to financial planning include:

   
 

Step 1

 

Establish Goals

   
 

Step 2

  Gather Data
   
  Step 3
  Analyze & Evaluate Your Financial Status
   
  Step 4
  Develop a Plan
   
  Step 5
  Implement the Plan
   
  Step 6
  Monitor the Plan and Make Necessary Adjustments