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Financial Planning Process


At V. Barba Company, we follow the six-step financial planning process as developed by the Certified Financial Planner Board of Standards, Inc. (CFP Board):

1.  Establish and define the relationship between you and us.

2.  Gather data and determine your personal and financial goals, needs, and priorities.

3.  Analyze and evaluate your financial status.

4.  Develop and present financial planning recommendations.

5.  Implement the financial planning recommendations.

6.  Monitor the recommendations.

 
Click here to learn more about financial planning from the CFP Board:  CFP Board Consumer Guide to Financial Planning