Understanding the situation.
Understanding the situation
d. Understanding the situation
Implementing and maintaining the plan
plan testing
implementation
Understanding the situation
Understanding the situation.
d. Understanding the situation
Form a collaborative planning team.
Forming a collabrative planning team
Implementing and maintaining the plan
Implementing and maintaining the plan
plan development
plan testing
Forming a collaborative planning team
Setting the objectives or goals is the most important step in the planning process. This step is sometimes called goal and plan selection and it is the fourth step in the planning process.
The first step in the financial planning process is to determine your current financial situation.