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The 12 Step Process for Financial Planning

Initial Meeting

Step 1 - Initial discussions around financial objectives
Step 2 - Full Financial Fact-find including mortgages, investments, pensions, life insurance, income protection etc.

Adviser/Client

Step 3 - Adviser Information Gathering
Step 4 - Client Information Gathering

Adviser

Step 5 - Financial Needs Analysis

Second Meeting

Step 6 - Discussion of Financial Needs Analysis
Step 7- Discussion of Pension Needs Analysis
Step 8- Implement Agreed Strategy

Review in 12 Months

Step 9- Changes in your world
Step 10- Changes in the financial world
Step 11- Updating requirements accordingly
Step 12- Implement changes to strategy

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