The Process of Financial Planning Personal goals – itemise the things you and your family want to achieve in life. Current position – look at assets, liabilities, income and expenditure as well as other aspects like: health, family and your risk tolerance. Financial analysis – how far away from achieving these goals are you? Create plan – what actions can you take to get you on track? Implement - this is often the stumbling block but if action is needed, there’s no time like the present to get started. Review – things always change so adjustments will be needed – review at least annually.
Posted on: Mon, 11 Nov 2013 10:13:45 +0000
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