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Advice & Instruction
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Comprehensive Financial Plan
| Start Price |
USD 899.00 |
| Current Price |
USD 899.00 |
| Time Left |
- |
| Bid Count |
0 |
| Buy It Now Price |
- |
| Reserve Price |
- |
| Start Time |
Saturday, July 19, 2008 |
| End Time |
Saturday, July 26, 2008 |
| Location |
San Diego, CA |
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See more about 'Comprehensive Financial Plan'
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Description
Comprehensive Analysis Financial Plan: Personalized Comprehensive Financial Plan document presented in binder of approximately 100 pages of information and recommendations to meet your financial goals and objectives. For Complex and detailed analysis taking into consideration risk tolerance with different goals and different time horizons, allocation of assets incorporating 'Efficient Frontier Theory' and Modern Portfolio Theory' vs. risk tolerance including "Monte Carlo" simulations. Includes detailed personal financial Statements. This Comprehensive Analysis is goal base-driven. Best Suited For: Typically 35 years or order, have children (or planning on children), are homeowners with one or more incomes and have an established savings/retirement plan. The typical person or couple will have education, retirement, life changing concerns. Price includes e-mail counseling and assistance up to plan design. All work performed by Certified Financial Planner (tm)
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