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These six action items can help you develop a plan for how you'll pursue your retirement goals. 1. Save early. Analyse and evaluate financial status. We will analyse this information to assess your current position and determine what you must do to meet your goals. The financial planning advice process is tried and true. Getting you from zero to hero is as easy as following these 6 simple steps. The six stages of Financial Planning ; Step 1. Establish your goals in life – short, medium and long term ; Step 2. Work out what assets and liabilities you have. Here are 6 steps for financial planning process- (1) Data gathering- The most valuable commodity before financial planning is information gathering.
6 Steps of Financial Planning
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