Podcast: The Third Stage of the Financial Planning Process

We’re delighted to be supporting Financial Planning Week, with a five-part series of podcasts based on the five stages of financial planning, to really open up the process and be transparent about what clients can expect.

In our third podcast this week, Smart Financial CEO Steve Martin talks to Certified Financial Planner and founder of Navigator FP, David Crozier.

The third step in the financial planning process is the planning meeting, where you can expect to formulate a plan based on your ambitions as discovered in step one, factoring in the hard details of your current financial situation outlined in step two.

Listen for a lively discussion on how the planning meeting helps clients understand how they can reach their objectives, and why financial planning can be likened to a three-legged stool, or indeed a pair of mittens!

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