A Practicum in Financial Planning explains the six stage process of creating a comprehensive financial plan, and in doing so provides an example of a financial plan for the Jackson family to clarify the process. The six stage process consists of: establishing and defining the client-planner relationship, gathering client data, analyzing and evaluating the client’s current financial status, developing and presenting recommendations and/or alternatives, implementing the recommendations, and monitoring the recommendations. The importance of a financial plan for all individuals is also discussed.
Advisor(s) or Committee Chair
Klosterman, Erika L., "A Practicum in Financial Planning" (2013). Mahurin Honors College Capstone Experience/Thesis Projects. Paper 432.