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Sample Plan (Full Plan - all modules) - Ativa
A financial plan is only helpful if the recommendations are put into action. Implementing the right strategy will help you reach the desired goals and objectives. The financial planner should assist you in either actually executing the recommendations, or in co-ordinating their execution with other knowledgeable professionals. Step 6 Monitor ...
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Sample Plan (Full Plan - all modules) - ativa.com
www.ativa.comPrepared For: Prepared By: Date Prepared: John & Sarah Hanson Anne Expert CFP, CLU Financial Advisor Sample Plan (Full Plan - all modules) June 1, 2012
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