Certified Practicing Accountants

Financial Planning

Financial planning is one of the most important aspects of any business. It involves making the best use of resources to assure financial growth and security for your business. More specifically, financial planning involves risk management and insurance investment, taxation, retirement and estate planning issues. We believe that good financial planning involves following six steps towards meeting a clients goals. 1. Data gathering 2. Goal setting 3. Identification of financial problems 4. Preparation of written alternatives/recommendations 5. Implementation of the agreed upon recommendations 6. Review and revision plan