Welcome to the Hellenic Financial Planners Association!
The method of Financial Planning
Steps of Financial Planning
The financial planner collects information and data and helps his client to:
- define & prioritize his goals and desires
- determine their economic size
- assess potential risks
- estimate the cost of achieving its goals
- plan a long-term strategy for their implementation
The financial planner, in the personalized financial study he creates for his client:
- visualizes and analyzes all this data
- presents the financial results and proposed solutions
- periodically reviews the client’s data over time, bringing about the necessary corrective actions in the design, in order to maintain a steady course towards achieving the goals