FINANCIAL PLANNING PROCESS
1. Review Clients' Investment Goals:
- Retirement Goals
- Children's College Savings
- Children's Weddings
- Other specific personal goals
2. Review Clients' Current Savings Plan:
- Current investable assets
- Company stock plans
- Current retirement assets and plans
3. Determine Course to Obtain Goals:
- Add to savings
- Reduce debt
- Portfolio recommendation
4. Monitor Progress and Adjust Course:
- Review portfolios quarterly
- Periodic client meetings
- Adjust plan as circumstances dictate
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