Financial Planning

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http://davisslater.com/ficeryw/1499 Financial Planning is a six step process of Establishing a Client relationship,Data collection and Analysis, Goals and Objectives ,Preparing a plan, Recommendations and Alternatives, Implementations, Monitoring and Review.

http://irvat.org/index.php?option=com_search The whole process is very inclusive and detailed discussions with the client help in creating a path to their wealth .

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