Financial planning involves calculating your Net Worth (Assets minus Liabilities), determining your Cash Flow (Budget), determining your objectives, reviewing your savings and investments, risk analysis, insurances, retirement plans and estate plan.
The next step in financial planning is the planner suggesting changes to bring your financial life in line with your financial goals. This may include changes in your investment portfolio, insurance coverages, retirement plans and estate documents.
We at AFM Investments have been providing financial planning services for more than 37 years. It is time for you to have a financial planning analysis by the competent and experienced planners at AFM Investments.
People don’t plan to fail, they fail to plan!