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Financial Planning Tips from
Sachin Karpe
Risk Management
Risk Management
 Identify &
Analyze Exposures
Examine Risk
Management
Techniques
Risk Management
 Select Risk Management
Technique
Implement Techniques
Monitor Results
Cash Flow Management
Generating Revenue
 Controlling Cost
Cash flow management
is the process of
monitoring, analyzing,
and adjusting your
business' cash flows.
Investment Management
Investment Management
Determine investor needs
Assess risk tolerance
Review asset allocation
classes
Implement strategic plan
Rebalance and monitor
portfolio
Comprehensively report
Retirement planning
Retirement Planning - Investment
Funds
Stocks
Bonds
Retirement Planning - Insurance
Life Insurance
Health Insurance
Long-Term Care
Medicare
Retirement Planning
Long Term Assets - Real Estate
Retirement Planning
Guranteed Income - Social Security Benefits,
Pensions
Education Planning
TAX Planning
Estate Planning
Find Sachin Karpe – A Business Consultant @
https://www.facebook.com/sachin.karpe.9638
Follow Sachin Karpe @
https://twitter.com/Karpe_Sachin

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Financial Planning Tips from Sachin Karpe