Gathering Data for your Financial Plan

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Financial Planning Association
Financial Planning Association
www.FPAforFinancialPlanning.org  
1-800-322-4237

Gathering Data for your Financial Plan

In this video, financial planning professional and member of the Financial Planning Association®, Alexandra Armstrong, CFP®, describes the six important steps in the financial planning process. This video is designed for individuals who would like to create a financial plan and achieve their goals. This video series includes an overview of establishing your goals, gathering data for your financial plan, analyzing and evaluating your financial status, developing and implementing the plan and monitoring the plan and making necessary adjustments.

This expert: 7,212 views

This series: 1,683 views

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