Personal Statement On Financial Development And...

James and Mary Smith 123 Aggie Lane College Station, TX 77840 Dear Mr. and Mrs. Smith, I am thrilled that you have made the decision to work with KDB wealth advisors in this lifelong process to take control of your financial future and assist your family. We value you as individuals and clients and will continuously strive to make your financial goals come true. With the development and implementation of financial strategies, goal setting, and the monitoring of progress regularly, the probability of reaching your goals is increased. In the following pages you will find a comprehensive plan with recommendations on how to have a financial standing that is best suitable for you and your family. By reviewing goals, funding strategies, and alternatives where goals must be compromised, I was able to determine attainable retirement, education, insurance, and other financial goals for you and your family. I hope this information is able to give you a better understanding of your current financial position. I am here to guide you through every step along the way of your financial journey. The goal of KDB Wealth Advisors and of myself is for you to end up in the place you want to be with your finances. If you have any questions or concerns please do not hesitate to call or email me. It is my pleasure to assist you. Sincerely, Kayla Brown KDB Wealth Advisors Engagement Letter The goal of this financial plan is to use your present and expected future financial resources in theShow MoreRelatedPutting Balance Scorecard to Work- Critical Analysis920 Words   |  4 PagesIn this article Kaplan and Norton have talked about implementation of Balanced Scorecard as a management tool which provides executives with a comprehensive framework translating companys strategic objectives into a coherent set of performance measures. 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