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Financial Planning is a Process, not a Product

The Financial Planning Process

Handshake

01

Establish and define the financial planner and client relationship

02

Gather your data and identify your goals

Judges Examining Document
Document Review

03

Evaluate your current financial picture

04

Create a financial action plan and consider alternatives

Financial Report

© 2024 by Byron Young & Associates, LLC

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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​See Osaic Wealth’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth’s Forms ADV, Part 2A, which describes Osaic Wealth’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic Wealth’s broker-dealer services, and other client disclosure documents can be found here.

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Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

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CRN-6860764-080224

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