The 6 Procedures I would do for Financial Planning:

1. Establishing and defining the client-planner relationship.

2. Gathering client data, including goals.

3. Analyzing and evaluating your financial status.
I would analyze your information to assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

4. Developing and presenting financial planning recommendations and/or alternatives based on your goals.

5. Implementing the financial planning recommendations.

6. Monitoring the financial planning recommendations.

The 4 pillars of financial planning I would do with clients cover:
1. Wealth Protection
2. Wealth Accumulation
3. Wealth Preservation
4. Wealth Distribution

What I do for Comprehensive Financial Planning

Risk Planning
Tax Planning
CPF Investment Scheme
Critical Illness Protection
Tertiary Education Planning
Disability Income Planning
Retirement Planning
Estate Planning Referral Schemes (eg with Will Trust Companies)
Business Succession Planning
Debt Mortgages Referral Schemes with Banks
Stock Opening Account Referral Schemes
Equity Markets
Business Planning
Various forms of Investments (including unit trusts, ILPs including hedge funds and Accredited Investor AI products)