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FINPLANFinancial Plan
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For many organizations, the strategic and financial plans are too often viewed as separate entities--the strategic plan a narrative theory, the financial plan full of budgeting variables "and never the twain shall meet.
Gifting to children: Transferring wealth is an important piece of a family financial plan, but one fraught with potential land mines that must be navigated, including tax implications, the financial responsibility of the children, sources of funding, control and flexibility.
Women offer the best opportunity for financial planning, since two-thirds of affluent women currently without a financial plan think they should have one.
Investors can get a free financial plan by filling out a short online questionnaire at this site.
For example, for one client, Ainsworth provided the financial plan and the product evaluations.
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