Financial planning process

Financial planning process – What is it?

Financial planning is a process which enables you and your financial planner to work together to develop a written financial plan which contains realistic strategies to help you to;

  • manage your financial affairs in order to achieve your personal goals and ambitions
  • maintain your and your family lifestyle throughout your lives, without fear of ever running out of money
  • grow, manage and retain your wealth

However for the more visual amongst you, the process by which this is achieved is probably best represented diagrammatically.


Financial plan