Our mission is to provide trustworthy, comprehensive, and competent financial planning education for women that inspires sound decision-making, purposeful action, and philanthropy.
The Process of Financial Planning
Financial planning is a process. And all planning processes are basically the same.
At Moneyweave® Academy, we adhere to a six-step planning process that works for employed individuals as well as business owners:
- Identify goals and needs
- Gather data
- Analyze the data
- Take action
- Monitor and adjust