Financial Planning Basics Learn the six important steps in the financial planning process. This video series includes an overview of establishing your goals, gathering data for your financial plan, analyzing and evaluating your financial status, developing and implementing the plan and monitoring the plan and making necessary adjustments.
In this video series, financial planning professional and member of the Financial Planning Association®, Alexandra Armstrong, CFP®, describes the six important steps in the financial planning process. This seven segments included in this video series are Financial Planning Basics, Establishing Goals, Gathering Data for Your Financial Plan, Analyzing and Evaluating Your Financial Status, Developing a Financial Plan, Implementing the Plan and Monitoring the Plan and Making Necessary Adjustments.
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