Financial Planning has been described as a process where at least five steps are used. These steps are:
Gathering client data and determining goals and expectations,
Establishing and defining the client and personal financial planner relationship,
Analyzing and evaluating the client’s financial status,
Developing steps to accomplish the targeted goals,
Implementing the financial planning recommendations, and with anything important,
Evaluating and adjusting the plan to changing circumstances.
A variety of products and techniques are used to accomplish the following simple goals:
Reduce current debt, and avoid future debt,
Save as much as possible, and,
Buy enough of the correct type of insurance to cover the potential loses you can’t cover.
Battle and Company can help guide you to the financial target that is important to you. You can do……..and we can help you! [CONTACT ME]