Integrity Financial Planners

Overview of the Financial
Planning Process

Financial planning is a dynamic process. The Certified Financial Planner Board of Standards, Inc., a nonprofit professional regulatory organization, describes six steps in the process.*

Establishing and defining the client-planner relationship
Gathering client data, including goals
Analyzing and evaluating your financial status
Developing and presenting financial planning recommendations or alternatives
Implementing the financing planning recommendations
Monitoring the financial planning recommendations

*Source "What You Should Know About Financial Planning," Copyright © 1998-2006, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission. If you want to read more about each of these six steps, click here.