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Addison Office

14135 Midway Road

Suite G-100
Addison, TX 75001

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