Post on 17-Aug-2014
description
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 needsAssess risk toleranceReview asset allocation classesImplement strategic planRebalance and monitor portfolioComprehensively 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