Step #1: Identify Your Goals
This involves getting to know what you care about and what you'd like to achieve.
Step #2: Understand Your Financial Situation
You'll identify your financial resources and expenses.
Step #3: Analyze and Review Your Results
Together, you'll develop your financial plan.
Step #4: Discuss Your Recommendations
Discuss your plan and priorities.
Step #5: Act on Your Recommendations*
Implement your financial plan at your option and however you choose to, with the financial services professional of your choice.
Step #6: Review Your Progress**
You and your Financial Planner will check in periodically to help you stay on track.
You can rely on your Financial Planner as a trusted resource-and on your Financial Plan as an invaluable roadmap-to help you reach your financial goals.
* You have a choice to implement the recommendations in your financial plan on your own, with your Prudential Financial Planner or through another financial services professional. If you choose to implement the financial plan with your Financial Planner, he or she may sell other services and products to you in his or her capacities as (1) a registered representative of Pruco Securities, LLC, a registered broker-dealer and/or (2) a licensed insurance agent of The Prudential Insurance Company of America and/or its other insurer affiliates.
** The Prudential Financial Planner does not actively monitor your implementation of the planning recommendations but is available to work with you when you want to review the financial plan.
Investment advisory services offered through Prudential Financial Planning services, a division of Pruco Securities,LLC.
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