The Process Financial Planners 

The Process Financial Planners follow when developing a retirement plan is similar to the 6-step process planners follow for the overall financial plan.
Go to www.cfp.net, and type "Financial Planning Process" in the search box. After reviewing the 6 steps in the financial planning process, discuss each step with your peers. Your post should cover the following:
1. Each step as it relates to retirement planning
2. How following this process can help clients coordinate employer-sponsored plans with personal retirement plans
In the retirement planning process, you will undoubtedly uncover what financial tools the client is currently using to save for retirement.
3. Analyze the similarities and differences between Roth and other traditional retirement products.
4. What life events can impact a client- retirement plan and how? (e.g., birth of a child, death of a loved one, layoff/unemployment, marriage, divorce, or inheritance)

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