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Comprehensive Financial Plan

Initial Meeting

  • 1 hour
  • 995 US dollars
  • Orlando

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


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