CFP® Board of Professional Conduct Lists the Following 7 Steps to the Financial Planning Process:
![Handshake Circle Handshake Circle](https://manbyfinancialstrategies.com/wp-content/uploads/2019/06/Handshake-Circle-e1559671240842.png)
Understanding the Client’s Personal and Financial Circumstances
![Gather Gather](https://manbyfinancialstrategies.com/wp-content/uploads/2019/06/Gather-e1559739366229.png)
Identifying and Selecting Goals
![Monitor Monitor](https://manbyfinancialstrategies.com/wp-content/uploads/2019/06/Monitor-e1559739411303.png)
Analyzing the Client’s Current Course of Action and Potential Alternative Course(s) of Action
![Analyze Analyze](https://manbyfinancialstrategies.com/wp-content/uploads/2019/06/Analyze-e1559739573499.png)
Developing the Financial Planning Recommendation(s)
![Develop Develop](https://manbyfinancialstrategies.com/wp-content/uploads/2019/06/Develop-e1559739394326.png)
Presenting the Financial Planning Recommendation(s)
![Implement Implement](https://manbyfinancialstrategies.com/wp-content/uploads/2019/06/Implement-e1559739429844.png)
![Monitor Monitor](https://manbyfinancialstrategies.com/wp-content/uploads/2019/06/Monitor-e1559739411303.png)