Financial Planning Defined"Financial Planning is the process of examining a client's personal situation, financial resources, financial objectives and financial problems in a comprehensive manner, developing an impartial, integrated plan to utilize the resources to meet objectives and solve problems, taking the steps to implement that plan once approved by the client, and monitoring the plan performance to take corrective action as necessary to assure that results match the plan projections." Financial Planning Text Book Financial Planning is a comprehensive approach to coordinating your overall financial affairs to meet your financial goals. |
