Financial Planning Tips from Sachin Karpe

Risk Management

Risk Management

Identify & Analyze Exposures

Examine Risk Management Techniques

Risk Management

Select Risk Management Technique

Implement Techniques

Monitor Results

Cash Flow Management

Generating Revenue Controlling Cost

Cash flow management is the process of monitoring, analyzing, and adjusting your business' cash flows.

Investment Management

Investment Management

Determine investor needsAssess risk toleranceReview asset allocation classesImplement strategic planRebalance and monitor portfolioComprehensively report

Retirement planning

Retirement Planning - Investment

Funds Stocks Bonds

Retirement Planning - Insurance

Life Insurance

Health Insurance

Long-Term Care

Medicare

Retirement Planning

Long Term Assets - Real Estate

Retirement Planning

Guranteed Income - Social Security Benefits, Pensions

Education Planning

TAX Planning

Estate Planning

Find Sachin Karpe – A Business Consultant @https://www.facebook.com/sachin.karpe.9638

Follow Sachin Karpe @https://twitter.com/Karpe_Sachin