The Financial Planning Process
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The Financial Planning Process
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About this listen
Today, David Kilcrease and Jon Gay walk through the six step financial planning process that Kilcrease Financial goes through with their clients.
- Determine Your Current Financial Situation
- Develop Financial Goals
- Identify Alternative Courses of Action
- Evaluate Alternatives
- Create and Implement a Financial Action Plan
- Reevaluate and Revise Your Plan
Resources:
Kilcrease Financial Website: https://www.kilcreasefinancial.com/
Email David: david@kilcreasefinancial.com
Call David: 678-665-3967
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