Personal Financial Services: Step 4

 Develop and Review the Plan

Now that the analysis is complete, it is time to present all recommendations to the client.  Each goal and objective is carefully addressed with recommended strategies to reduce inefficiencies and direct the client towards financial success.

A schedule for implementing recommendations is developed and incorporated into the plan. The comprehensive plan is then presented to the client in writing. It is possible that the client objectives can be altered in this stage of the process.

Financial Planning Process