Financial Planning Process

The Financial Planning Process

Stephen Madeyski, CFP^® provides an Orderly, Unbiased Analysis of an individual or family’s whole financial situation.

Using information provided by the client, a customized Financial Plan is developed using the following process:

· Define the Client/Planner relationship

· Gather client data including Goals

· Analyze and Evaluate client’s financial status

· Develop and Present Financial Planning Recommendations and or Alternatives

· Implement Recommendations

· Monitor Recommendations

Stephen Madeyski, CFP^®, MBA

Fee-Only Financial Planning

Stephen Madeyski