SlideShare a Scribd company logo
1 of 2
Download to read offline
Financial Planning - For a Secure Future


Financial planning is a term which has come into much prominence since the beginning of 90’s
and its value has only seen an ascent till date. To define financial planning, we may simply put it
to be a consulting and advisory service which involves advising professionals and businesses to
plan and manage the finances both personal and professional. The larger picture of financial
planning covers cash flow management, wealth management, capital management, risk
management and filing taxes and estimating profits of the company, financial planning is all
these and much more. Firms like AKMCPA or Adelman Katz and Mond LLP in NYC and
Manhattan have made fame as reliable and have reckoned for their panache in this field.


Profile of a Certified Financial Planner:

   •   A certified financial planner from a reputed house like AKMCPA is a professional who
       prepares and manages finances of entrepreneurs to close held businesses.
   •   Understanding the key requirements of the clients and planning the budget and business
       expenses and acquisitions form a part of the profile of CFP.

   •   An NYC CFP has tailor made strategies for planning finances.
   •   NYC Financial Planning requires the planner to keep alert to sense any change in the
       share market and handle stock in an appropriate way.

   •   The foremost duty of Manhattan financial planner is to provide financial security to his
       clients and gauge the market and make the most of every opportune moment to make
       money.


Areas covered in Financial Planning:
Assisting in every financial matter of the clients is the main task of financial planning. Earlier,
the scope of investment and growth of a business was restricted due to distances and lack of
knowledge and specialization in key areas. However now, with the progression of technology,
the world has shrunk and almost everyone can handle business and manage business worldwide.
It has also necessitated the importance of NYC CFP Professionals who will assess your
business, categorize it and manage it wisely.
The key areas of focus of a modern day financial planner or a very thorough NYC CFP of
AKCMPA addresses are:
   •   Investment planning

   •   Insurance planning
   •   Risk management
•   Tax Planning
   •   Estate Planning

   •   Retirement Planning
   •   Cash Flow and Liability Management

   •   Relationship Management
Business is all about money and to make profit. It is very essential to generate money too. The
NYC Financial Planners like AKMCPA have always understood the importance of clients’
business and have gone to lengths to manage and review audits.

More Related Content

Viewers also liked (6)

Aquellos ni os...
Aquellos ni os...Aquellos ni os...
Aquellos ni os...
 
Edades fatima word
Edades fatima wordEdades fatima word
Edades fatima word
 
Ejercicio 4 semana 4
Ejercicio 4 semana 4Ejercicio 4 semana 4
Ejercicio 4 semana 4
 
Crônica
CrônicaCrônica
Crônica
 
Como negociamos los colombianos
Como negociamos los colombianosComo negociamos los colombianos
Como negociamos los colombianos
 
Ban tin-fella-tuan-2-thang-4-2016
Ban tin-fella-tuan-2-thang-4-2016Ban tin-fella-tuan-2-thang-4-2016
Ban tin-fella-tuan-2-thang-4-2016
 

Recently uploaded

The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai KuwaitThe Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
daisycvs
 

Recently uploaded (20)

The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai KuwaitThe Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
 
Getting Real with AI - Columbus DAW - May 2024 - Nick Woo from AlignAI
Getting Real with AI - Columbus DAW - May 2024 - Nick Woo from AlignAIGetting Real with AI - Columbus DAW - May 2024 - Nick Woo from AlignAI
Getting Real with AI - Columbus DAW - May 2024 - Nick Woo from AlignAI
 
Lundin Gold - Q1 2024 Conference Call Presentation (Revised)
Lundin Gold - Q1 2024 Conference Call Presentation (Revised)Lundin Gold - Q1 2024 Conference Call Presentation (Revised)
Lundin Gold - Q1 2024 Conference Call Presentation (Revised)
 
joint cost.pptx COST ACCOUNTING Sixteenth Edition ...
joint cost.pptx  COST ACCOUNTING  Sixteenth Edition                          ...joint cost.pptx  COST ACCOUNTING  Sixteenth Edition                          ...
joint cost.pptx COST ACCOUNTING Sixteenth Edition ...
 
Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...
Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...
Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...
 
Horngren’s Cost Accounting A Managerial Emphasis, Canadian 9th edition soluti...
Horngren’s Cost Accounting A Managerial Emphasis, Canadian 9th edition soluti...Horngren’s Cost Accounting A Managerial Emphasis, Canadian 9th edition soluti...
Horngren’s Cost Accounting A Managerial Emphasis, Canadian 9th edition soluti...
 
Katrina Personal Brand Project and portfolio 1
Katrina Personal Brand Project and portfolio 1Katrina Personal Brand Project and portfolio 1
Katrina Personal Brand Project and portfolio 1
 
WheelTug Short Pitch Deck 2024 | Byond Insights
WheelTug Short Pitch Deck 2024 | Byond InsightsWheelTug Short Pitch Deck 2024 | Byond Insights
WheelTug Short Pitch Deck 2024 | Byond Insights
 
Ooty Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Avail...
Ooty Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Avail...Ooty Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Avail...
Ooty Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Avail...
 
Paradip CALL GIRL❤7091819311❤CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
Paradip CALL GIRL❤7091819311❤CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDINGParadip CALL GIRL❤7091819311❤CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
Paradip CALL GIRL❤7091819311❤CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
 
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDINGBerhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
 
Falcon Invoice Discounting: Empowering Your Business Growth
Falcon Invoice Discounting: Empowering Your Business GrowthFalcon Invoice Discounting: Empowering Your Business Growth
Falcon Invoice Discounting: Empowering Your Business Growth
 
Marel Q1 2024 Investor Presentation from May 8, 2024
Marel Q1 2024 Investor Presentation from May 8, 2024Marel Q1 2024 Investor Presentation from May 8, 2024
Marel Q1 2024 Investor Presentation from May 8, 2024
 
HomeRoots Pitch Deck | Investor Insights | April 2024
HomeRoots Pitch Deck | Investor Insights | April 2024HomeRoots Pitch Deck | Investor Insights | April 2024
HomeRoots Pitch Deck | Investor Insights | April 2024
 
PHX May 2024 Corporate Presentation Final
PHX May 2024 Corporate Presentation FinalPHX May 2024 Corporate Presentation Final
PHX May 2024 Corporate Presentation Final
 
CROSS CULTURAL NEGOTIATION BY PANMISEM NS
CROSS CULTURAL NEGOTIATION BY PANMISEM NSCROSS CULTURAL NEGOTIATION BY PANMISEM NS
CROSS CULTURAL NEGOTIATION BY PANMISEM NS
 
Berhampur Call Girl Just Call 8084732287 Top Class Call Girl Service Available
Berhampur Call Girl Just Call 8084732287 Top Class Call Girl Service AvailableBerhampur Call Girl Just Call 8084732287 Top Class Call Girl Service Available
Berhampur Call Girl Just Call 8084732287 Top Class Call Girl Service Available
 
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
Unveiling Falcon Invoice Discounting: Leading the Way as India's Premier Bill...
 
Kalyan Call Girl 98350*37198 Call Girls in Escort service book now
Kalyan Call Girl 98350*37198 Call Girls in Escort service book nowKalyan Call Girl 98350*37198 Call Girls in Escort service book now
Kalyan Call Girl 98350*37198 Call Girls in Escort service book now
 
PARK STREET 💋 Call Girl 9827461493 Call Girls in Escort service book now
PARK STREET 💋 Call Girl 9827461493 Call Girls in  Escort service book nowPARK STREET 💋 Call Girl 9827461493 Call Girls in  Escort service book now
PARK STREET 💋 Call Girl 9827461493 Call Girls in Escort service book now
 

Financial Planning - For a Secure Future

  • 1. Financial Planning - For a Secure Future Financial planning is a term which has come into much prominence since the beginning of 90’s and its value has only seen an ascent till date. To define financial planning, we may simply put it to be a consulting and advisory service which involves advising professionals and businesses to plan and manage the finances both personal and professional. The larger picture of financial planning covers cash flow management, wealth management, capital management, risk management and filing taxes and estimating profits of the company, financial planning is all these and much more. Firms like AKMCPA or Adelman Katz and Mond LLP in NYC and Manhattan have made fame as reliable and have reckoned for their panache in this field. Profile of a Certified Financial Planner: • A certified financial planner from a reputed house like AKMCPA is a professional who prepares and manages finances of entrepreneurs to close held businesses. • Understanding the key requirements of the clients and planning the budget and business expenses and acquisitions form a part of the profile of CFP. • An NYC CFP has tailor made strategies for planning finances. • NYC Financial Planning requires the planner to keep alert to sense any change in the share market and handle stock in an appropriate way. • The foremost duty of Manhattan financial planner is to provide financial security to his clients and gauge the market and make the most of every opportune moment to make money. Areas covered in Financial Planning: Assisting in every financial matter of the clients is the main task of financial planning. Earlier, the scope of investment and growth of a business was restricted due to distances and lack of knowledge and specialization in key areas. However now, with the progression of technology, the world has shrunk and almost everyone can handle business and manage business worldwide. It has also necessitated the importance of NYC CFP Professionals who will assess your business, categorize it and manage it wisely. The key areas of focus of a modern day financial planner or a very thorough NYC CFP of AKCMPA addresses are: • Investment planning • Insurance planning • Risk management
  • 2. Tax Planning • Estate Planning • Retirement Planning • Cash Flow and Liability Management • Relationship Management Business is all about money and to make profit. It is very essential to generate money too. The NYC Financial Planners like AKMCPA have always understood the importance of clients’ business and have gone to lengths to manage and review audits.