Process of financial planning

Evaluate Alternatives

The proposed recommendations are then further assessed. This is your chance to discuss the alternatives face-to-face and take necessary actions bearing in mind your current situation, financial standings and personal interests. If you have any concerns regarding your financial planner’s recommendations, those can be altered and revised. Alternatives can be closed down based on the decisions you make. For instance:

The idea to carry on your education attests you cannot do a full time job. Decision making thus stands as an ongoing process which works side by side with your personal and financial situation so lost opportunities as a result of your decision making should always be kept in mind while analyzing the alternatives.

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