Click me
Transcribed

Steps in the Financial Planning Process

THE FINANCIAL PLANNING PROCESS 11 Determine Current Financial Situation Develop Your Financial Goals 31 Identify Alternative Course of Action Evaluate Alternatives Create And Implement Your Financial Action Plan Review And Revise The Financial Plan

Steps in the Financial Planning Process

shared by dominicreigns on Nov 07
506 views
0 shares
0 comments
A comprehensive financial plan can enhance the quality of your life and increase your satisfaction by reducing uncertainty about your future needs and resources. The 6 steps of financial planning proc...

Tags

None.

Category

Business
Did you work on this visual? Claim credit!

Get a Quote

Embed Code

For hosted site:

Click the code to copy

For wordpress.com:

Click the code to copy
Customize size