FAQ Category: Financial Planning

What is included in a financial plan?

A financial plan typically includes the following components: Overall, a financial plan is a comprehensive strategy that takes into account all aspects of your financial life and is designed...

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What is a cash flow model?

A cash flow model is a financial tool that is used to forecast future cash inflows and outflows for an individual or a business. The model takes into account...

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What is a suitability report?

A suitability report is a document produced by a financial advisor or planner for a client, which outlines the advice given to the client based on their financial needs,...

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