How to Streamline Your Financial Planning Process

There's this trap of making it more complicated than it needs to be right? There's some things that every client needs in fact It's largely the same right now. So our financial planning process is five stages to stay planning risk management retirement income Investments in taxes and that's the order in which we go through it in our team. Things get missed man. I wish I could say they didn't I really did but that's reality right?