ENTREPRENEURIAL PLANNING
FINANCIAL PLANNING AND ANALYSIS
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Question
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Analysis of the individual’s financial position and cash flows. Review of legal papers. Evaluation of objectives vis-à-vis the client’s resources and economic conditions.
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Data Analysis
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Objective Setting
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Plan Monitoring
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Financial Plan Recommendation
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Explanation:
Detailed explanation-1: -Financial planning involves a thorough evaluation of one’s money situation (income, spending, debt, and saving) and expectations for the future. It can be created independently or with the help of a certified financial planner.
There is 1 question to complete.