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A Business Planning Session

A business plan is a formal document that describes a company's business activities and how it plans to achieve its goals. It outlines a company's strategy for success, including its mission, vision, products or services, target market, competitive analysis, financial projections, and management team.

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A Financial Planning Session

A financial planning session is a meeting between Wealth Management Financial Advisors (WMFA) planner and a client to discuss the client's financial situation and develop a plan to achieve their financial goals.

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A Tax Planning Session

A tax planning session is a meeting between a taxpayer and a WMFA tax planning professional to discuss the taxpayer's financial situation and identify opportunities to minimize their tax liability.

Financial Certificate Gift Guide

The holidays can be a time of financial stress for many people. With travel, shopping, decorations, gifts, and parties, it's easy to overspend. But with a little planning, you can enjoy the holidays without breaking the bank.

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A Budgetting Planning Session

A budgeting planning session is a meeting between WMFA financial professional and an individual or family to discuss their financial situation and develop a plan to manage their income and expenses effectively.

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A Credit Management Plan

A credit management plan (CMP) is a personalized strategy designed to help individuals effectively manage their debts and improve their overall financial well-being. It involves assessing your financial situation, prioritizing debts, creating a budget, and developing a plan for repayment.

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An emergency budget plan is a crucial tool for financial preparedness, helping you navigate unexpected expenses and protect your financial well-being during challenging times. By creating a plan in advance, you can make informed decisions and avoid financial strain when emergencies arise.

An Emergency Budget Plan

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