CFP Board developed this Guide to the Practice Standards for the Financial Planning Process to illustrate how a CFP® professional might provide financial planning to a Client in accordance …

FPSB’s Financial Planning Process is a collaborative, iterative approach that financial planning professionals use to consider all aspects of a client’s financial situation when formulating …

Feb 15, 2024 · The financial planning process typically includes several key steps, such as gathering financial information, setting financial goals, analyzing the financial situation, …

Oct 17, 2025 · What is a financial plan? A financial plan is a document that shows your financial situation, goals and strategies for achieving those goals. A comprehensive plan can often …

Learn what to expect when you're working with a CFP® professional, at every step of the process.

Aug 11, 2025 · A thorough budget blueprint serves as the foundation of your financial planning process, enabling you to track income and expenses systematically. By following the five steps …

Jun 15, 2025 · Take These 10 Financial Steps Now. A financial plan outlines a person’s current circumstances and long-term objectives and establishes the spending, saving, and investing …

Jun 20, 2024 · Financial Planners follow a set of seven steps to create effective financial plans for their clients. Whether you're a Financial Advisor, or an individual looking to manage your own …

May 29, 2025 · Whether you’re planning for retirement, managing business finances, or simply looking to build long-term wealth, this process provides the roadmap. Let’s break it down step …

Jul 14, 2025 · Steps included in the financial planning process to help you reach your goals include saving, investing, tax planning, insurance and estate planning. If you’re not sure how …