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Many factors determine each client’s Advice-Based Comprehensive Financial Planning situation: age, marital status, occupation, children income/expenses, health, risk tolerance, time frames, family situation, investment experience etc.
There are six steps in Advice-Based Comprehensive Financial Planning, and each one is critical to the success of my client’s goals and objectives. While these steps may seem “simple”, generally I find that the entire process can take several meetings and my personal attention to consistent monitoring.
Looking at each of these steps separately:
Areas of Advice-Based Comprehensive Financial Planning:
Each area is very important to the financial success of my clients. Most areas in your financial situation will have a bearing on the other areas. This interconnectedness is what makes advice-based comprehensive financial planning so important. Answering the most common client question, “AM I OK?”