Steps Involved in Financial Planning Process
We need to frame and develop a strong financial plan, as it would be important to cover all your bases. From beginning to end, a Certified Financial Planner professional walks you through the financial planning process steps to help you achieve your financial goals and help realize your dreams.
The six steps financial planning process is explained in detail.......http://www.letsmakeaplan.org/working-with-a-financial-
Setting Financial Goals and Fix your dreams
Planning for RetirementWe understand that it's smart to save money and form the habit very early in life for those big-ticket items, like a new TV, car or home. However, you may not be aware that the most expensive thing that you'll be buying in your lifetime is probably your retirement. Probably you've never thought or heard of "buying" your retirement, but that's exactly what you have to do when you put money into a retirement nest egg. Read more
What to Expect from Retirement and Financial PlanningUltimately, you're responsible for maintaining control of your finances. And knowing what to expect from a financial planning relationship puts you in the driver's seat. To get the most out of your experience with a financial advisor, it's important to understand that you can expect and learn about the duties of a financial advisor.
What to Ask
Choose your financial planner. You may ideally want to meet, interview and evaluate several candidates to ensure you'll be working with someone who is right for you.
Tips for SuccessYou are in the cockpit and in charge of your finances, and the results you get from working with a Certified Financial Planner professional are as much your responsibility as they are the planner's. These financial planning tips may help you keep away from some mistakes and to get the most out of financial planning and help you achieve financial planning success by realizing your dreams. Read More.....
Different Types of Financial AdvisorsThere are many types of financial advisors available to help you with your financial planning. Each provides a different set of expertise. Read about the different types of advisors:
Financial and Retirement Planning Slides
Here is a list of a simple lessons explained in slides by Rita Conley. You may go through at your leisure at your own pace.
- Financial Planning in Action
- Money Management skills
- Taxes in your Financial Plan
- Banking Services: Savings plan and payment services
- Consumer credit
- Consumer purchasing strategies
- Selecting and Financing Housing
- Home and Automobile Insurance
- Health and Disability Insurance
- Financial Planning with life insurance
- Investing fundamentals
- Investing in stocks
- Investing in Mutual Funds
- Final steps
Part 1 Retirement Planning
Part 2 Estate Planning
- Improving the quality of life of individuals, families and community
- Coping with reduced income
+Mukundan SN, CFA CFP
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