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> Introduction

> Two Types of Planning

> Balancing Needs

> Decision Matrix

> Efficient Decisions

> Working with Advisors

> Superior Insights

> Financial Modeling

> Models

> How Clients use Modeling

> Components of a Model

>> Personal Financial Models

> Business Financial Models

> Evaluating Options

> Conclusion

Personal Models

The complexity of our clients’ situations often means that their personal and business finances are inextricably linked. We examine these interrelationships through creation of the personal financial model. We then identify and model the links between the personal and business financial models to determine how they impact one another.

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Personal Financial Model

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