ENTREPRENEURIAL PLANNING
FINANCIAL PLANNING AND ANALYSIS
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Question
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Maintaining and growing one’s finances. Also refers to a professional service that is the combination of financial/investment advice, accounting/tax services, and legal/estate planning.
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Financial Plan
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Budget
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Wealth Management
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Insurance Agent
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Explanation:
Detailed explanation-1: -Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals. As a result, financial planning often delves into multiple areas of finance, including investing, taxes, savings, retirement, your estate, insurance and more.
Detailed explanation-2: -A financial planner helps clients manage their current money needs and reach their long-term financial goals. Their focus may be broad or narrow. Some help clients with many aspects of their financial lives, including savings, investments, insurance, retirement savings, college savings, taxes, and estate planning.
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