What Are The 7 Steps In The Financial Planning Process? Story

[{"selector":"#anim-0a83730f-2110-4f3a-8d48-871a8587b89d","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-87bcfbcf-09ac-4c39-b40e-a33cd6eff2f6","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-fee586cd-491f-4c18-a22f-dcd3af6d0d4d","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-7b435d78-0e3d-4e0a-b4d9-1157c509ffec","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-c05b6da9-2c13-461c-9fe4-bbc2eedd7e29","keyframes":{"opacity":[0,1]},"delay":1000,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e326b2f6-5ccc-438d-a3e6-e7bfea79e4b7","keyframes":{"opacity":[0,1]},"delay":1000,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-416e2aa9-b16b-48da-b2a6-5320e4d74336 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(31.249999886225726%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] What Are The 7 Steps In The Financial Planning Process? Learn more

[{"selector":"#anim-b99b07b4-8d84-4848-a666-89b8fcc7dc9c","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-48ae9bec-3409-4363-af6c-677c7df7c762","keyframes":{"transform":["rotate(-270deg) translate3d(-60.00001%, 0px, 0) rotate(270deg)","rotate(-270deg) translate3d(0px, 0px, 0) rotate(270deg)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e19ab2bb-d20c-4f62-b310-80aeaa2e0659","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-1635ba08-8285-419d-9ae4-726fe8db8fbb","keyframes":{"transform":["translate3d(-100%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-91999cce-52c3-41b4-85bc-87fbc9fc99da","keyframes":{"opacity":[0,1]},"delay":1600,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-faebb29b-9e67-4965-83e2-e72fe96bb830","keyframes":{"transform":["translate3d(133.59072%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":1600,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] A financial plan is a personal document created to help assess your current financial situation, create various money goals, and help you make better financial decisions going forward. Learn more

[{"selector":"#anim-7ce2d44e-dde1-4f5c-be97-fec95e8d8a4d [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(0%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-bbbc4ceb-134d-492c-9447-3077ccfcf24c","keyframes":{"transform":["translate3d(-115.2381%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":800,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-6cbd6e61-701e-4f17-b85d-df66d3e176ea","keyframes":{"opacity":[0,1]},"delay":800,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-14b9d458-09be-4807-90f3-e3561c27bd46","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":800,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] [{"selector":"#anim-265c409f-b353-4bcd-ba9e-2756d78eabe1","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Here are a few reasons a financial plan is important: - Helps you understand your income - Understand your current cash flow - Learn how to build more capital - Improve your family’s finances Why Is a financial plan Important? Why Is a financial plan Important? Learn more

[{"selector":"#anim-8fee82b9-f1fb-4955-894c-32141bd1223f [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(0%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-09dd8b01-6876-42ff-95b8-e6d2844c4169","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-072c9f43-aebb-470d-b321-ddccee292d53","keyframes":{"transform":["translate3d(-115.4088%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-25ab9f27-62b1-407b-8e9d-6fb5bf849487","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-138d262b-a17f-41c5-a23d-3fee9d148c12","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-767d5113-c423-49ad-8ac6-71be88a6a610","keyframes":{"transform":["translate3d(115.60510%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Step 1: Understand your personal and financial circumstances The 7 Steps of the Financial Planning Process The 7 Steps of the Financial Planning Process Step 2: Identify your goals and expectations Learn more

[{"selector":"#anim-2bf8fc7d-a460-43b1-99f8-d461808db25a","keyframes":{"transform":["translate3d(-115.2381%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":600,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-00c1cd3a-8acb-489d-89e4-b560658c1f8c","keyframes":{"opacity":[0,1]},"delay":600,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c0f1efa4-cc2a-4940-a677-748961e93a7b","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":600,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] [{"selector":"#anim-38465d22-351e-41cd-9c70-a3391b8be516 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(31.249999886225726%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-405ae1cf-df7e-4e39-a603-036d3e0feee2","keyframes":{"transform":["translate3d(115.23810%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":1200,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-6ad0da57-9453-4ef3-aa64-f25d49e70dbc","keyframes":{"opacity":[0,1]},"delay":1200,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c34af7aa-5aa3-46c2-95a0-c605fed07006","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":1200,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] [{"selector":"#anim-85658d6c-6080-4fdb-9ac8-7a3db55e3486","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Step 3: Analyze your course of action and evaluate the status ﻿Step 4: Developing the financial planning recommendation The 7 Steps of the Financial Planning Process The 7 Steps of the Financial Planning Process Learn more

[{"selector":"#anim-cf1ea2b2-9af5-461a-9641-7ef47e8e3444","keyframes":{"transform":["translate3d(-115.60509%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":1200,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-727cf958-f1cc-4409-8436-8c09ccdd00f4","keyframes":{"opacity":[0,1]},"delay":1200,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b02d89e3-4c1c-48b5-8fde-998ac8d4b812","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":1200,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] [{"selector":"#anim-7c8f08f0-a197-49ee-8daa-3e46d70c4aa7 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-31.21073287028065%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-6f91ec68-193e-4158-94b1-ba106e0fe25f","keyframes":{"transform":["translate3d(115.18987%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":2000,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ea19eeef-273b-471f-846e-d46b8a0ce9ad","keyframes":{"opacity":[0,1]},"delay":2000,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-d9ad38b1-eddc-411e-afb1-e897c28f9922","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":2000,"duration":1000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] [{"selector":"#anim-fd8d7a19-147a-4173-95f0-e2fd69efe623","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Step 5: Reviewing the financial planning recommendations Step 6: Implementing the financial planning recommendations The 7 Steps of the Financial Planning Process The 7 Steps of the Financial Planning Process Learn more

[{"selector":"#anim-dea264c4-5982-44ea-90c3-9ba6ebdda7eb","keyframes":[{"offset":0,"transform":"translate3d(0, -314.81487%, 0)","easing":"cubic-bezier(.5, 0, 1, 1)"},{"offset":0.29,"transform":"translate3d(0, 0%, 0)","easing":"cubic-bezier(0, 0, .5, 1)"},{"offset":0.45,"transform":"translate3d(0, -88.525941444%, 0)","easing":"cubic-bezier(.5, 0, 1, 1)"},{"offset":0.61,"transform":"translate3d(0, 0%, 0)","easing":"cubic-bezier(0, 0, .5, 1)"},{"offset":0.71,"transform":"translate3d(0, -30.096301572%, 0)","easing":"cubic-bezier(.5, 0, 1, 1)"},{"offset":0.8,"transform":"translate3d(0, 0%, 0)","easing":"cubic-bezier(0, 0, .5, 1)"},{"offset":0.85,"transform":"translate3d(0, -11.301853833%, 0)","easing":"cubic-bezier(.5, 0, 1, 1)"},{"offset":0.92,"transform":"translate3d(0, 0%, 0)","easing":"cubic-bezier(0, 0, .5, 1)"},{"offset":0.96,"transform":"translate3d(0, -4.911111972%, 0)","easing":"cubic-bezier(.5, 0, 1, 1)"},{"offset":1,"transform":"translate3d(0, 0%, 0)","easing":"cubic-bezier(0, 0, .5, 1)"}],"delay":1000,"duration":1600,"fill":"both"}] [{"selector":"#anim-28a324c4-8e98-40e5-95ac-115b612ee4ae","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-116196ef-12b0-4c48-8615-4b54b654f5a4 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(0%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Step 7: Monitoring progress and update as need The 7 Steps of the Financial Planning Process The 7 Steps of the Financial Planning Process Learn more

[{"selector":"#anim-c2ae32c0-5a06-4948-8891-e6d4af326e4f [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-31.249999886225726%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-ccd333b7-ee2d-44e7-9d11-54925fbec6af","keyframes":{"opacity":[0,1]},"delay":450,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-090aaed1-07e3-440c-95a6-faeb023daf34","keyframes":{"transform":["translate3d(117.18751%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":450,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-6c2940b4-3dba-4faa-9ca2-825c413ad116","keyframes":{"opacity":[0,1]},"delay":1000,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-229d71f8-747f-4327-aa46-bc7a68298327","keyframes":{"transform":["translate3d(118.15181%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":1000,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] There are a few reasons why you might want to consider hiring a financial planner: - You would feel more comfortable having someone you can rely on for expert advice when you need it. - You need someone to hold you accountable for your financial plan and your progress. Should You Hire A Financial Planner? Should You Hire A Financial Planner? Learn more

[{"selector":"#anim-6188d043-7ada-4889-9008-098dd48efb9c","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-c2070505-836e-4362-8035-7fc58429337b","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Swipe up now for more financial tips! Learn more

[{"selector":"#anim-1aa0c688-6be6-464f-91aa-004512106846","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-f68d7dcb-f145-4186-a9da-10d1e151856d","keyframes":{"transform":["translate3d(0px, -90.51952%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-1d6a25c3-c68d-4e1d-8025-1e12dc4083a8","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-55a674a2-a0b5-4503-8eb8-7603d4fa80ee","keyframes":{"transform":["translate3d(-84.4523%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e123ba2a-9ac9-4126-b5fb-b99599a1a829","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-327530ad-f2f4-4b1c-8c5d-03b48e632666","keyframes":{"transform":["translate3d(72.93578%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-a76f5316-8b10-4166-ad16-e74a60acd471","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-ad5bb71f-f645-4b70-90c4-1895a91ee88f","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Lined Circle More Stories From Bitcoin ETF: How to Invest in Bitcoin and Cryptocurrencies What is Fat FIRE? Pursuing Early Retirement With More Luxury Personal Financial Statement [What You Need to Know]