Ep 6: The 6-step financial planning process

Описание к видео Ep 6: The 6-step financial planning process

Watch Francois le Roux, CFP® of Old Mutual Private Wealth Management, answer the following questions:

- From where does the 6-step personal financial planning process originate?
- What does the 6-step financial planning process entail?
- What can someone expect, having gone through a process such as this?

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