The course will begin with a review of the common pages of the tax return and a discussion on how to obtain relevant financial planning information from them. We will then review and discuss an Investment Policy Statement and then move to setting goals for the client. We will also discuss strategies to implement when the client needs money, how to take it acheive cash flow needs, mitigate risks, etc. We will then conclude with a discussion on asset classes and volatility as well as structuring a portfolio.
CPA, PFS, CFP,
Frisch Financial Group, Inc.