One: 

Understanding the client's personal and financial circumstances

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Two: 

Identifying and selecting goals

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Three:

Analyzing the client's current course of action and potential alternative course(s) of action

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Four: 

Developing the financial planning recommendations

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Five: 

Presenting the financial planning recommendation(s)

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Six: 

Implementing the financial planning recommendation(s)

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Seven: 

Monitoring progress and updating