Financial Planning

SASPL financial planning

SASPL financial planning process recognizes this uncertainty and the fact that a comprehensive plan is required that adapts as your situation changes with time. Realizing future goals and dreams and providing for those who depend on you is greatly enhanced with guidance from an SASPL professional and a carefully monitored personalized financial plan. At SASPL we use the latest in financial planning technology to give you the most comprehensive picture possible of how you can attain future goals. Full cash flow/balance sheet/income statement reporting ensures the accuracy of our projections; analysis helps to quantify the probability of reaching each goal. Each of our planners is a Certified Financial Planner, professional that you can trust to work with you to formulate and monitor a financial plan that can be relied on through the years ahead. Ideally, our Financial Planning Service is combined with our Portfolio Management Service in a system we refer to as "Financial Management". In this manner, we can not only help you outline a plan to meet your financial goals, we can also help you realize the investment performance necessary to fulfil the portfolio return requirements projected in your financial plan