Financial Planning Process It is important to focus on purpose, not products. In order to achieve this, we follow a process, and encourage our clients to get familiar with it and comfortable. When developing a solid financial plan, it's important to cover all your bases, including examining your current situation, setting financial goals, and measuring your progress. From start to finish, we can take you through the financial planning process steps to help you work towards your financial goals. Click on each process for more information.