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ASSET SUMMARY for PARENT Hope Form

ASSET SUMMARY for PARENT Hope Form

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[Music] advising the advisors i hope you guys are well and getting back into work i'm slowly but surely moving back into the office which is quite weird but quite good as well so the last couple of sessions we've spoken about is planning and making sure that your planning is correct and getting the basics in place and we're moving on to a new section now which is called sweating your assets and in the process of sweating your assets i was actually reading about the six steps of financial planning and the six tips six steps of financial planning are pretty simple i'm going to read them to you quickly it's establishing and defining a professional relationship that's the first one gathering information from the client third one is analyzing and evaluating your financial status the fourth one is developing and presenting the financial recommendations the fifth one sounds like implementation and financial planning recommendations and then the

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