Financial Planning Services Stephenson and Company offers comprehensive Financial Planning Services. This personal financial planning process is unique to each individual’s situation. The process takes place in the following six steps: Gathering of client’s personal and financial data Determining clear and concise goals (as mutually defined by the client and the planner). Goals should be consistent with the client’s values, attitudes, expectations and time horizons Analyzing and evaluating the client’s current financial status Developing and presenting financial planning observations and recommendations. Implementing financial planning recommendations Monitoring the recommendations and providing financial plan updates as needed or requested.