In this video series, financial planning professional and member of
the Financial Planning Association®, Alexandra Armstrong, CFP®,
describes the six important steps in the financial planning
process. This seven segments included in this video series are
Financial Planning Basics, Establishing Goals, Gathering Data for
Your Financial Plan, Analyzing and Evaluating Your Financial
Status, Developing a Financial Plan, Implementing the Plan and
Monitoring the Plan and Making Necessary Adjustments.