Planning Process OverviewFinancial PlanningAt Vista Wealth Network, we provide comprehensive, customized financial planning. The foundation of financial planning is the financial plan. A financial plan is a written path to the achievement of your personal and financial goals. We help you create a financial plan based on your unique goals and circumstances. A financial plan contains some or all of the following components, depending on your situation:An assessment of your current financial position A cash flow statementWorkable budgetsAn investment analysisTax planningEducation planningRetirement planningEstate planningInsurance planningPlanned givingOverview of the Financial Planning Process Financial planning is a dynamic process. The Certified Financial Planner Board of Standards, Inc., a nonprofit professional regulatory organization, describes six steps in the process. Establishing and defining the client-planner relationshipGathering client data, including goalsAnalyzing and evaluating your financial statusDeveloping and presenting financial planning recommendations or alternativesImplementing the financing planning recommendationsMonitoring the financial planning recommendationsQuestions to AskAs you think about financial planning, you may have some questions. We embrace questions. Why? Because questions are an opportunity for all of us to learn. We can learn more about how we might serve you. And, you can learn more what you want out of life. So, keep asking questions. Questions to Ask Yourself Questions to Ask Us For more information, go to:"The Retirement Learning Library"