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Comprehensive, Personal Financial Planning

Client Centered
  • A Financial plan documents an individual’s short- and long-term financial goals and includes a strategy to achieve them.
  • The plan should be comprehensive and highly customized.
  • It should reflect an individual’s personal and financial needs, investment risk tolerance, and plan for saving and investing.
  • Planning in finance starts with a calculation of one’s current net worth and cash flow.
  • A solid financial plan provides guidance over time and serves as a way to track progress towards your goals.

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