Step 1: Establish & Define Roles
What are goals and objectives?
What concerns are we trying to solve?
Step 2: Gather Relevant Data & Information
Where are you today?
Prioritize goals
Step 3: Analyze & Evaluate Data
Develop financial strategies
Stress test different scenarios
Step 4: Present Financial Plan
Present recommendations
Road map toward goals
Step 5: Execute Plan
Define time frames and responsibilities
Follow through on course of action
Step 6: Review & Assess
Are we still on track?
Monitor progress