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Available Online

Financial Analysis and Planning

  • 2 hours
  • 149.99 US dollars
  • Location 1

Service Description

Goals and Objectives: We will begin by engaging in detailed discussions to determine your financial goals and objectives. These could include retirement planning, wealth accumulation, debt management, investment strategies, or any other specific financial targets. 2. Relevant Financial Information: AVN LLC will collect all necessary financial information from you, your business or authorized representative, such as income statements, balance sheets, tax returns, investment portfolios, and any other relevant documents. This will provide a comprehensive view of your current financial situation. 3. Assessing Risk Tolerance: AVN LLC will determine the your risk tolerance by evaluating your willingness and capacity to take on investment risks. This assessment helps determine the appropriate investment strategies and asset allocation to achieve their goals while considering your comfort level with risk. 4. Analyzing Current Financial Position: Conduct a thorough analysis of your current financial position, including your income, expenses, assets, liabilities, and cash flow. This analysis helps identify areas for improvement, potential risks, and opportunities for growth. 5. Performing Ratio Analysis: Calculating and evaluating various financial ratios to assess your financial health. These ratios may include liquidity ratios, profitability ratios, debt ratios, and efficiency ratios. By comparing these ratios against industry benchmarks, AVN LLC can provide insights into your financial performance. 6. Cash Flow Analysis: Analyzing your cash flow patterns to assess your ability to meet financial obligations, make investments, and achieve your goals. This analysis helps identify any cash flow gaps or surpluses and assists in creating a realistic budget and savings plan. 7. Investment Analysis: Evaluating your investment portfolio and provide recommendations based on their risk tolerance, investment objectives, and time horizon. This analysis may involve assessing the performance of current investments, diversification strategies, and identifying suitable investment opportunities. 8. Develop Financial Plan: Based on the information gathered and analyzed, develop a comprehensive financial plan tailored to your goals and objectives. The plan outlines specific steps, timelines, and strategies to help the client achieve their financial targets.

Cancellation Policy

To cancel or reschedule appointment, please allow 24hours in advance.

Contact Details

  • Arizona, USA


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