Primary Types of Financial Planning

By |2019-11-14T20:03:57+00:00March 26th, 2018|resource|0 Comments

Financial planning is a critical service offered by accountants for both business and personal clients. Making an effective financial plan can help set goals and get the client ready for the future. Here are the three primary types of financial planning:

Short-term
This is the financial plan that sets out the goals and strategies for the next […]