Harness Wealth

OCTOBER 23, 2023

Accounting advisory services are a suite of strategic planning offerings that extend beyond the realm of traditional tax return preparation and filing. This can also include advice on business structure, operational efficiencies, cash flow forecasting, and long-term strategic planning.

Accounting 52

Accounting Strategic Planning Taxes Estate Planning 52

International College of Financial Planning

MARCH 9, 2024

Who is a Certified Financial Planner® Professional A Certified Financial Planner® (CFP®) professional is a beacon in the financial advisory landscape, offering unmatched expertise in financial management and strategic planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Steve Sanduski

FEBRUARY 6, 2023

They’re really focused on transferring wealth to the next generation, charitable gifting, cash flow management, different aspects of planning, and then reporting because of the complexity. We do the strategic planning and advice internally; that’s like the core quarterbacking. ” Seeing the whole picture.

Clients 98

Clients Risk Tolerance Portfolio Budgeting 98

Brown Advisory

NOVEMBER 28, 2022

Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis. Regularly review and adjust near-term tactical plans to build confidence in the face of current volatility.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 5, 2021

Formulating a plan to take the first incremental steps and assessing regularly are critical. We have created a streamlined process to guiding these discussions and developing a family strategic plan. How will the relationship among the younger generations with respect to the home be managed?

Planning 52

Planning Tax Planning Taxes Clients 52

Good Financial Cents

DECEMBER 14, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Thinking critically is of the utmost importance for business leaders when it comes time to make big decisions like hiring, budgeting, and strategic planning.

Compliance 87

Compliance Budgeting Accounting Insurance 87