Redirecting to cart, please wait...
You have items(s) in your cart.
Comprehensive financial planning involves the examination of virtually all aspects of a person’s financial life: earning and spending, risk management and insurance, tax planning, investments, and estate planning. In many ways, the most important service a CPA financial planner can offer is to provide questions rather than answers: the most serious financial crises are usually the result of unexpected events rather than risks that the person recognized. This assessment process can lead to other billable services with or without providing financial planning services or simply an informal coaching opportunity with your clients.