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As you may recall, the financial planning process that is properly managed involves six (6) specific steps according to the Financial Planning Standards Council (FPSC).

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As you may recall, the "financial planning process" that is properly managed involves six (6) specific steps according to the Financial Planning Standards Council (FPSC). What is the proper sequence for each of these steps (from first to last)? Client/Planner Relationship - Prepare/Present the Financial Plan - Implement the Financial Plan - Monitor the Financial Plan Present Financial Status - Gather Client Data Gather Client Data - Client/Planner Relationship - Prepare/Present the Financial Plan - Present Financial Status - Implement the Financial Plan - Monitor the Financial Plan Client/Planner Relationship - Gather Client Data - Present Financial Status - Prepare/Present the Financial Plan - Implement the Financial Plan - Monitor the Financial Plan Gather Client Data - Present Financial Status - Client/Planner Relationship - Prepare/Present the Financial Plan - Implement the Financial Plan - Monitor the Financial Plan

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