The Key Stages of Financial Planning

‘A GOAL WITHOUT A PLAN IS JUST A WISH’ ANTOINE DE SAINT-EXUPÉRY

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Financial Planning

What Is Covered In This Guide?

  • The key financial planning issues
  • The planning process and the ISO standard
  • Defining the relationship
  • Gathering the data
  • Analysing the situation
  • Developing and presenting you with the financial plan
  • Implementing the recommendations
  • Monitoring and reviewing
  • Focusing on investment planning
  • Investment aims, risk and resources
  • Asset allocation and fund selection
  • Is it possible to carry out your own financial planning yourself?