The purpose of Financial Planning is to help people plan for their future financial security. The future financial security is not only about you, it is also about your family and your future generations. When you do financial planning right, your future generations can leverage on you to achieve their goals faster.

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How can we help assure financial security? By taking the 6 steps financial planning process:

• Stage 1: Establish and define client-representative relationship

• Stage 2: Gather data, including goals

• Stage 3: Analyze and evaluate financial status

• Stage 4: Develop and present Recommendations

• Stage 5: Implement Recommendations

• Stage 6: Review periodically

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How can the 6 steps helpful for an effective financial planning:

• Get to understand yourself better, understand your financial needs & goals better, know what to expect from your representative in your personal financial planning,

• Understand your current financial situation, and assess how you can make it better by prioritize your financial needs & goals.

• To initiate a Plan of Action with the right strategies and review periodically, you will get to have a peace of mind for the future, planning towards financial independence and ultimately ensuring that you get to retire comfortably.