The Five Steps of the Financial Planning Process

The Five Steps of the Financial Planning Process

Storyboard Text

  • Analyze your current financial condition
  • Finances
  • Develop financial goals that are responsive to your vision.
  • Goals -Save Money -Know how to manage Money
  • Create your financial plan.
  • That should be it for my plan. I'm going to put it on top of my bed for a constant reminder
  • Saving Budgeting
  • Implement the plan.
  • Bank
  • Put Money In my Saving Account
  • Sariah Burney 1st Period 11/09/21
  • What are you here for today ?
  • End Result
  • Bank
  • Revise your financial plan
  • Saving budgeting Investing 
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