As a business owner, you know as well as anyone that success requires careful planning and a process being implemented and followed that makes sense.

If we take that same principle into the world of investment planning, a financial planner will almost certainly be telling their clients that to realise a decent return on their investment, the same need for planning and a logical series of steps is just as important.

To take that a stage further you need to consider how you, as a business owner, might wish to take the same sound principles you follow when running your business and apply them to your investment planning.

The solution is simple and that is to follow the seven steps we have outlined for you below.

(more…)