Ep 6: The 6-step financial planning process

Share it with your friends Like

Thanks! Share it with your friends!

Close

Watch Francois le Roux, CFP® of Old Mutual Private Wealth Management, answer the following questions:

– From where does the 6-step personal financial planning process originate?
– What does the 6-step financial planning process entail?
– What can someone expect, having gone through a process such as this?

Comments

Write a comment

*

*