What is the Financial Planning Process? - PowerPoint PPT Presentation
Title:
What is the Financial Planning Process?
Description:
The financial planning process is the means by which a business or individual defines financial goals and creates a strategy to reach them. A financial plan not only serves as an organizational checklist of actions, but can also be a document against which to check progress to see if a strategy change is needed. The financial planning process may be different depending on the unique characteristics of the person or business and their goals, but there are several general steps that form the backbone of almost every plan. – PowerPoint PPT presentation
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Title: What is the Financial Planning Process?
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Article Source
http//www.wisegeek.com/what-is-the-financial-plan
ning-process.htm
Image Source
Financial Spectrum
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