Fee-Only Financial Planning Services – Berkeley

While speaking about fee only financial planners, one thing really should be taken into consideration is that "Fee-Only" financial planners are compensated only by fees paid by their clientele, and do not accept commissions or compensation from any different source. GC Financial Advisors Ltd. offers fee only financial planning for people in the Berkeley area.

Financial Planning For Individuals in Berkeley

The main function of fee only financial planners is to build a sound financial plan. A sound financial plan ought to be simple as well as useful. When there is complexity within the financial plan the operating executives will find it difficult to adhere to. It should be designed with a long-term view. While creating an investment, financial and also dividend policies, the long-term needs of the concern are to be considered. Sound financial planning calls for vision and forecast. Appropriate forecasting of the future is necessary to design the financial plan. It should have enough versatility to incorporate adjustments to the plans.

Fee Only Financial Planning and Liquidity - Berkeley

Financial planning must ensure liquidity. The concern should be able to meet the maturing obligations in time. However, maintaining of liquidity shouldn't be at the expense of profitability. It should ensure economy as well. That is, the price associated with numerous financial decisions needs to be the minimum. It should aim at the best possible use of the accessible resources, especially finance. An undesirable balance between fixed and working capital should be preserved for using the capital successfully.

If you're thinking about our fee only financial planning services, make sure you contact us as soon as possible.