Making Sense of Your Money!

ertified Financial Planners are individuals, often accountants or investment/insurance professionals, with special training in the process of assisting with solid financial planning and money management. They are trained to take individuals or couples step-by-step through the maze of making good sense of their financial present and future.

Look at the steps below, and try to identify which belong to the financial planning process.

• Developing and presenting to the couple, solid financial recommendations based on their own individual financial picture.
• Gathering data about your monies, including your goals for your own future and financial well being.
• Giving you tips about which stocks are best for you.
• Helping you put into action the recommendations made about your financial picture.
• Doing maintenance work on the recommendations made to make sure they are carried out.
• Giving you ideas on how to spend more of your money.

Now that you have selected the steps you believe to be legitimate in the financial planning process, click below to compare your answers to what the experts have to say.