{"id":519,"date":"2016-09-12T01:40:54","date_gmt":"2016-09-12T01:40:54","guid":{"rendered":"https:\/\/directcpa.com\/?p=519"},"modified":"2016-09-21T02:18:58","modified_gmt":"2016-09-21T02:18:58","slug":"what-is-a-financial-plan","status":"publish","type":"post","link":"https:\/\/directcpa.com\/es\/what-is-a-financial-plan\/","title":{"rendered":"What is a Financial Plan?"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-521\" src=\"https:\/\/directcpa.com\/wp-content\/uploads\/2016\/09\/stockfresh_306216_money-does-grow-on-trees_sizeXS-250x250.jpg\" alt=\"A person stands next to a money tree picking its fruit\" width=\"250\" height=\"250\" data-id=\"521\" srcset=\"https:\/\/directcpa.com\/wp-content\/uploads\/2016\/09\/stockfresh_306216_money-does-grow-on-trees_sizeXS-250x250.jpg 250w, https:\/\/directcpa.com\/wp-content\/uploads\/2016\/09\/stockfresh_306216_money-does-grow-on-trees_sizeXS-150x150.jpg 150w, https:\/\/directcpa.com\/wp-content\/uploads\/2016\/09\/stockfresh_306216_money-does-grow-on-trees_sizeXS-100x100.jpg 100w, https:\/\/directcpa.com\/wp-content\/uploads\/2016\/09\/stockfresh_306216_money-does-grow-on-trees_sizeXS-200x200.jpg 200w, https:\/\/directcpa.com\/wp-content\/uploads\/2016\/09\/stockfresh_306216_money-does-grow-on-trees_sizeXS-300x300.jpg 300w, https:\/\/directcpa.com\/wp-content\/uploads\/2016\/09\/stockfresh_306216_money-does-grow-on-trees_sizeXS.jpg 346w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><br \/>\n<strong>The Power of a Financial Plan. Planning Today for Tomorrow.<\/strong><br \/>\n<span style=\"font-weight: 400;\">A financial plan is a comprehensive evaluation of the present financial situation and the financial goals of an individual, business or organization.<\/span><span style=\"font-weight: 400;\"> A financial plan will present a clear path from your current financial status to your financial expectations. A financial plan will allow for more precise and sensible money making decisions. \u00a0\u00a0\u00a0\u00a0<\/span><\/p>\n<p><strong>Benefits of a Financial Plan: \u00a0<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">A financial plan allows a company to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Set realistic short-term and long-term financial goals.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Analyze your personal or company\u2019s present financial position.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Review profit and loss statements for the previous years.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Review business assets, liabilities, income and expenses for prior years.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Compile current comprehensive personal assets, liabilities, income, expenses and disposable income that is available for investing. <\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Prepare future financial monthly and\/or annual projections for business and personal. Which is necessary to meet goals and create a projected budget. <\/span><\/li>\n<\/ul>\n<p><b>Why a Financial Plan?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Financial planning is a necessary tool to determine short and long-term financial goals and create a comprehensive plan to meet those goals. A financial plan is an effective way to manage income and expenses. <\/span><span style=\"font-weight: 400;\">Monitoring expenses effectively will help to determine where to avoid unnecessary spending to increase cash flow that can be used on new investments and secure financial stability. <\/span><span style=\"font-weight: 400;\">Our financial planning experts will create a clear solution to help you make sensible money decisions. \u00a0\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Top Reasons Why You Need a Financial Plan Now:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Increase cash flow<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Increase capital<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Invest wisely<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Set achievable financial goals.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Manage income and expenses<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Proper tax preparation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Set your budget <\/span><\/li>\n<\/ul>\n<p><b>Free Financial Plans?!?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">In order to maximize the earning potential and success of a company or an individual, it is best to seek the advice from a licensed financial advisor that will most likely create a formal hard copy financial plan and budget with graphs and annual projections all for FREE. \u00a0These financial advisors are willing to put a solid day of work in at NO COST TO YOU, just for the advisor to have the opportunity to manage your investment portfolio. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Our professional and licensed CPA\u2019s at Rosillo &amp; Associates highly recommend for you to get a financial plan, which again is at no cost to you, except your time. \u00a0Give us a call today and we\u2019ll help you get started.<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Power of a Financial Plan. Planning Today for Tomorrow. A financial plan is a comprehensive evaluation of the present financial situation and the financial goals of an individual, business or organization. A financial plan will present a clear path<span class=\"ellipsis\">&hellip;<\/span><\/p>\n<div class=\"read-more\"><a href=\"https:\/\/directcpa.com\/es\/what-is-a-financial-plan\/\">Leer m\u00e1s \u203a<\/a><\/div>\n<p><!-- end of .read-more --><\/p>\n","protected":false},"author":2,"featured_media":521,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-519","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What is a Financial Plan? - Rosillo &amp; Associates<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/directcpa.com\/what-is-a-financial-plan\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What is a Financial Plan? - Rosillo &amp; Associates\" \/>\n<meta property=\"og:description\" content=\"The Power of a Financial Plan. 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