The Financial Planning Process1. Determine current financial situation2. Develop your financial goals3. Identify alternative courses of action4. Evaluate alternatives5. Create and implement your financial action plan6. Review and revise the financial plan
You work as a financial analyst in ABC COMPANY james is a new client who is interested to invest for his future. He wants some help in terms of personal financing. He is 30year old, he is policeman and has 30 years to retirement. he was married with nancy 28 years old who working as teacher.
Explain to him what are the processes of personal finance planning on Create and implement james’s financial action plan (300 word)
You work as a financial analyst in ABC COMPANY james is a new client who is interested to invest for his future. He wants some help in terms of personal financing. He is 30year old, he is policeman and has 30 years to retirement. he was married with nancy 28 years old who working as teacher.
Explain to him what are the processes of personal finance planning on Create and implement james’s financial action plan (300 word)
