Financial Planning Process Chart

Here is a simple financial planning process chart to follow and structure your personal financial plan for life in a better way. I have confirmed no points have been missed in this chart, but I have not given any detailed information with this chart. It is a basic chart to plan your finance by identifying all those involved to the process. You can click on the chart to enlarge it.

Financial Planning Process Chart


financial planning processI am sure, following this chart help you to understand the basics of financial planning process in a better way. There are lots of efforts involved to shape the financial planning in a better, structured and stable way. You can access the step by step financial planning guide, adding as my next post soon, to support this flowchart.

Time being, you will be able to find some of the beautiful articles on financial planning with Money Hacker. Keep visiting and reading. Add your suggestions and ideas to the comment form here to make this project as a perfect one.

If interested, you can visit my another project, learn financial planning through football. It is a very interesting eight part series, comparing the financial planning process to a soccer game to teach the basics in a better way. This series can be accessed here:

Another article describing necessary areas a person required build skill set to make a perfect financial plan for life. It is a must read article and can be found here:

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