Both the Financial Planning and Investment Advisory processes at Murphy Capital Advisors consist of the following six steps: 1)  Establish and define the client-advisor relationship 2)  Gather your financial data, goals and special circumstances 3)  Analyze and evaluate your financial status 4)  Develop and present recommendations and/or alternatives 5)  Implement recommendations 6)  Ongoing monitoring & review of your investments and financial situation Request More Information Free Financial Planning Resource Kit © 2005-2010, Murphy Capital Advisors, LLC.  All rights reserved. Disclaimer  |  Privacy Notice