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The Certified Financial Planners Board of Standards categorizes financial planning into six topic areas:
General Financial Planning, Insurance, Investments, Income Tax, Retirement Planning & Corporate Benefits, and Estate Planning.
The Engaged Management Method™ regroups these areas into five:

Personal Background
Manage Net Worth
Determine Cash Flow
Forecast Life Goals
Risk Management

My process starts with a lengthy conversation about your family, your background, career, home and life plans. As your financial advisor, my responsibilities include discussing your need for life, health and property insurance, as well as a will and advanced medical directives. Other risk management issues include the allocation of your total net worth, the avoidance of heavy concentration to one asset group, and debt management. My Portfolio Behavior Analysis™ prompts the necessary discourse to determine your investment expectations and the range of returns consistent with your level of comfort.