Financial Planning Services:
Financial planning is a holistic approach to planning for your financial future. It is about setting short and long-term goals and developing strategies to achieve those goals. Financial planning is a highly regulated industry, particularly when it comes to providing financial advice to the public.
Successful financial planning depends on thorough analysis of current situations before engaging future possibilities. With our tax, financial statements/ bookkeeping, and payroll departments sharing information, we can create a solid financial plan for the future, allow for inevitable bumps in the road and make adjustments without reinventing the wheel.
Some of our financial planning services include:
- Creation of an overall balance sheet
- Risk Analysis
- Debt analysis
- Financial projections
- Lease vs. Buy analysis
- Overall budgeting
- Bank and credit relations
- Forecasting
We feel it's important for your future well-being to use financial planning resources that are competent and objective. At Hirecpa, you benefit from the experience and trust that a Certified Financial Planner professional brings to the table. CFP practitioners have completed the rigorous education, examination, experience and ethical requirements of the Certified Financial Planner Board of Standards certification process. CFP professionals are committed to providing competent, ethical financial planning.
In addition, you gain access to our financial experts and consultants with advanced designations including:
- Personal Financial Specialist(PFS) – Identifies a CPA who also provides financial planning services.
- Certified Divorce Financial Analyst(CDFA) – Professionals trained to help individuals make important financial decisions during the divorce process.
- Chartered Financial Consultant(ChFC) – Specialists committed to providing comprehensive financial planning.
- Chartered Life Underwriter(CLU) – Provides expert advice on a broad range of financial planning and insurance topics.
- Masters of Taxation
- Masters of Business Administration
- Juris Doctor (law degree)
- Certified Financial Planners (CFP)
info@hirecpa.com |
