Comprehensive Financial Plan

Service Description

A comprehensive financial plan that covers taxes, insurance, estate planning, college planning and other relevant topics. A financial plan is a document containing a person’s current money situation and long-term monetary goals, as well as strategies to achieve those goals. A financial plan begins with a thorough evaluation of the person’s current financial state and future expectations. A financial plan documents an individual’s long-term financial goals and creates a strategy for achieving them. The plan is comprehensive but also highly individualized, to reflect the individual’s personal and family situations, risk tolerance, and future expectations. The plan starts with a calculation of the person’s current net worth and cash flow and ends with a strategy.

Contact Details

• Orlando, FL, USA

  4077334804

  bradshaw.jacquie@gmail.com