Kenton Rotary Hears from Financial Planner
Written by WKTN Staff on February 24, 2023
Deciding how best to plan your finances can be daunting. With so many options available and so many uncertainties, how do you choose what’s right for you?
Kenton Rotary heard from Jon LaFramboise, Investment Advisor with Centric Financial Group explaining the six steps to working with a Financial Planner. Personal Financial Planning process consists of the following six steps:
- Establish and define the client-adviser relationship.
- Getting to know you. We will gather information about your financial situation.
- Analyze and evaluate financial status. We will analyze this information to assess your current position and determine what you must do to meet your goals.
- Develop and present financial planning recommendations and/or alternatives.
- Implement the financial planning recommendations.
- Monitor the financial planning recommendations and on a regular basis review your situation including goals, risk profile, lifestyle and other relevant changes.
The goal of a Financial Planner is to eliminate as much of that uncertainly as possible and to work with you to identify the most appropriate way for you to achieve your financial goals.
