- ensure their retirement plans
- increase and conserve wealth
- be tax efficient
- get best value for their risk management dollar
- plan for business succession
- take advantage of planning opportunities
- ensure what they want to happen, happens no matter what
The challenge was and is that most people, for whatever reason be it time or money, have difficulty getting a written plan done using the conventional financial planning process
1. An opportunity analysis provides an understanding or overview before you make a significant investment of time.
2. Starting Financial Planning with “finding the money” will increase your cash flow sooner and can enhance results .
Looking forward to speaking soon.
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