Explaining the Financial Planning Process

November 9, 2016 by
Filed under: IARFC Posts 

An easy-to-understand visual to hand out to your clients!

The IARFC has a new trifold brochure Explaining the Financial Planning Process that clarifies expectations and sets a roadmap to financial success.  It is directed to the consumer, written in an easy-to-understand, organized manner.

SG107The brochure defines:

  • Reason to use a process
  • Benefits
  • Steps to follow
  • Financial areas

The information is adaptable to any practice.  It is generic, yet specific enough to guide the consumer through the essence of Financial Planning.

You can order the IARFC Brochure #SG107 at www.iarfc.org/store.



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