Financial strategists and planners are specialists who work with people to devise plans for financial planning that assist in the creation of wealth. They are commonly employed by people from different walks of life as well as those who are nearing retirement, and those who are interested in learning how to invest the income they earn to boost their wealth. This article looks at a five-step process that is provided by financial strategists and provides a detailed explanation of what each step is about. The five-step procedure includes the initial consultation, a strategic planning plan along with a strategy presentation strategies implementation, and ongoing service and review. Initial Consultation The first step is to have a thorough consultation where you will meet face to face with your financial advisor to discuss your current financial situation, as well as your goals and objectives. During the session, you'll be allowed to ask any questions about the services. Your