Sep 5 2017

6 Steps of financial planning #financial #advice, #insurrance #advice

# Being Certified Financial Planners® our approach is based on the 6 steps of financial planning as outlined by the Financial Planning Institute of Southern Africa (‘FPI’), and it is discussed here. Step 1: Establishing and defining a professional relationship “The financial planner should clearly explain or document the services to be provided to you and define both his/her and your responsibilities. The planner should explain fully how he will be paid and by whom. You and the planner should agree on how long the professional relationship should last and on how decisions will be made.” Our services that we …