The process of Financial Planning is alike to a roadtrip. You need to know where you are (start), where you going (End Destination) & how you intend to get there (The process). The 5 main steps are:
1. Assess your current financial standing
2. Define your financial goals/ objectives
3. Draw up your financial plan
4. Implement
5. Review results along e way & revise your strategies accordingly
Are you in the Insurance Business?
A whole NEW way to PROSPECTING! (See 13th Jun 07 Post). Email Jason at soundinvesting@hotmail or call Mr Goh @ 6250-8180 for more details
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