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.
Form a collaborative planning team.
Forming a collabrative planning team
Evaluate the training
Operation Sustainability
Understanding the situation
implementation
Understanding the situation.
Identify your goals
Understanding the situation.
Self-assessment is the first step.