Advisors Process

Advisors

Our Process

7 Step Financial Planning Process

  • Step 1: Understanding the Client’s Personal and Financial Circumstances
  • Step 2: Identifying and Selecting Goals
  • Step 3: Analyzing the Client’s Current Course of Action and Potential Alternative Courses of Action
  • Step 4: Developing the Financial Planning Recommendations
  • Step 5: Presenting the Financial Planning Recommendations
  • Step 6: Implementing the Financial Planning Recommendations
  • Step 7: Monitoring the Process and Updating
PPC financial planning process

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2728 19th Place South, Ste 160
Homewood, AL 35209

1820 West End Ave, 2nd Floor
Nashville, TN 37203

82A Clark Blvd
Tupelo, MS 38804