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Gibson Wealth Management, LLC

10000 N Central Expwy

Suite 700
Dallas, TX 75231

The Financial Planning Process



1. Understanding Client's Personal and Financial Circumstances


2. Identifying and Selecting Goals


3. Analyzing Current Course of Action and Potential Alternative Course(s) of Action


4. Developing the Financial Planning Recommendations(s)


5. Presenting the Financial Planning Recommendation(s)


6. Implementing the Financial Planning Recommendation(s)


7. Monitoring Progress and Updating