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The 6 Stage Process to Lifestyle Financial Planning

What does the 6 Stages of Life Centred Financial Planning include?

  1. Discovery Meeting
  2. Vision, Goal Setting and Data Gathering
  3. Evaluating, Establishing and Appraising
  4. Outcomes, Consequences, Requirement and Destination
  5. Comprehension, Strategy and Creation
  6. Ongoing, Observing and Reviewing

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