Financial planning is a process that sets you on a course of achievements of your goals through the proper management of your financial affairs. Assessing your current financial & personal circumstances against your desire for future that helps your personal goals & needs in the way to optimize your financial position. The financial planner matters because the financial planner has the potential to directly affect your financial well-being today and in the future.
Personal financial Planning is assessed by the persons lists of personal assets ( car, houses, bank……. etc) along with personal liabilities (mortgage, credit card, bank loan…….etc) also personal expenses.
Corporate financial planning corporation investment & activities under the company’s individual & economic positions. Planning could be short term financial planning or Long term financial planning.
LEAD TAX & ACCOUNTING can help for Personal financial planning & Corporate financial Planning.