Planning Process

Our Planning Process

Anita Niefeldt, CERTIFIED FINANCIAL PLANNER™ (CFP®), utilizes a 7-step financial planning process to provide comprehensive financial advice to her clients. This process begins with understanding the client's personal and financial circumstances(Step 1) and identifying their goals (Step 2). She then analyzes and evaluates the client's financial status (Step 3) before developing personalized financial planning recommendations (Step 4). Anita presents these recommendations to her clients (Step 5) and, upon their approval, implements the strategies (Step 6). Finally, she monitors the client's progress and updates the plan as needed (Step 7), ensuring their financial objectives are met over time. This structured approach ensures thoroughness, clarity, and adaptability in addressing her clients' financial needs.