Swift Calgary Accounting and Business Solutions
  • 2440 Kensington Rd NW Calgary, Alberta, T2N 3S1
  • Monday - Friday 9:00 am - 7:00 pm

(403) 978-9139 (403) 708-3297

  • Home
  • Services
  • Tax Rates
  • Blog
  • Testimonial
  • About Us
  • Contact Us
Menu
  • Home
  • Services
  • Tax Rates
  • Blog
  • Testimonial
  • About Us
  • Contact Us
Facebook Twitter
Swift Calgary Accounting and Business Solutions
chat-upload
  • Home
  • Services
  • Tax Rates
  • Blog
  • Testimonial
  • About Us
  • Contact Us
Menu
  • Home
  • Services
  • Tax Rates
  • Blog
  • Testimonial
  • About Us
  • Contact Us

Tag: financial planning

A financial planning is a document containing a person’s current money situation and long-term monetary goals.

A financial plan begins with a thorough evaluation of the person’s current financial state and future expectations. It may be created independently or with the help of a certified financial planner.

  • A financial plan documents an individual’s long-term financial goals and creates a strategy for achieving them.
  • The plan should be comprehensive but also highly individualized, to reflect the individual’s personal and family situations, risk tolerance, and future expectations.
  • The plan starts with a calculation of the person’s current net worth and cash flow and ends with a strategy.

Top Financial Planning Tips for Small Businesses in Canada

financial planning tips

Financial planning is the process of setting and achieving financial goals. We have Summed Up some killer Financial Planning tips for you.

scrollup
  • 2440 Kensington Rd NW Calgary, Alberta, T2N 3S1
  • Monday - Friday 9:00 am - 7:00 pm
  • (403) 978-9139
  • (403) 708-3297

Copyright © 2023 | Swift Accounting and Business Solutions

Need accounting & business solutions?
We can help.