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What are the key questions to consider during financial planning?
It is a smart idea to ask when we are unsure of how to manage my portfolio .
-There are important keys:
*What my costs will be up front
*How do I invest
*What are my qualifications
.
Are we satisfied with our budgeting process and other financial planning?
What objectives are our financial management systems designed to meet? Is the link clear in practice?
What are our key principles for financial management?
How do our staff respond to the system? Do people use it? Is it a 'live' tool?
Does our financial management system enable effective decision making when allocating resources?