Created by mannyjohar on Oct, 22 2015 with 2 Members
A “Financial Plan” is basically an evaluation of a person’s current & future financial state by taking into consideration the currently-known variables for predicting the future cash flow, asset values, & withdrawal plans. In simple words, a financial plan is a report that gives you an insight into your financial objectives & an action plan to successfully achieve them. As it is centered on an individual’s unique circumstances, preferences, and goals, no two plans are alike.
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