by smwm2022 | Dec 19, 2022
Determining steps required to ensure your financial plan is monitored and, if necessary, revised or adjusted
by smwm2022 | Dec 19, 2022
Assisting you with the implementation of the financial plan
by smwm2022 | Dec 19, 2022
Referral to other professional, as required, to assist with implementation of the action plan
by smwm2022 | Dec 19, 2022
Developing an action plan to implement the agreed upon recommendations
by smwm2022 | Dec 19, 2022
Presenting a written financial plan that will be reviewed in detail with you. It will contain recommendations designed to meet your stated goals and objectives, supported by relevant financial summaries
