Six Steps and Areas of the Financial Planning Process

At Finn & Meehan we walk every client through our 6 Step Financial Planning Process.  During that process we analyze Six Areas of Financial Planning, focusing on your priorities.  While not all areas will pertain to each client we have a relationship with, we do want to make sure we consider everything so that we can create the best strategy to suit anyone’s needs.

At Finn & Meehan we walk every client through our 6 Step Financial Planning Process. During that process we analyze Six Areas of Financial Planning, focusing on your priorities. While not all areas will pertain to each client we have a relationship with, we do want to make sure we consider everything so that we can create the best strategy to suit anyone’s needs.