Strategic Financial Planning

In this industry we hear this word a lot, “Strategic Financial Planning”. What is Strategic Financial Planning?
Strategic financial planning is a framework used to accomplish client specific financial goals. It is a holistic approach to achieve client’s set financial goals and objectives.

There are a number of factors that may influence how to carry out a financial plan and may ultimately help to decide how to invest money in a portfolio to increase the likelihood of favorable returns. This may include review of their Cash Flow, Assets and Liabilities, Risk Tolerance and capacity, Risk insured etc.

Following steps are involved in this process.

 

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