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······financial plan
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大家都在背：
1. Prepare monthly and yearly financial plan and forecast for department.
完成部门的月度及年度财务计划.
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2. A clear - cut financial plan is a good idea any age.
不管什么年纪,制定一个清晰的财务规划都是好主意.
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3. A clear - cut financial plan is a good idea at any age.
什么年纪,制定一个清晰的财务规划都是好主意.
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4. Third, choose a suitable partner to support their own financial plan.
三是选择合适的伴侣支持自己的理财计划.
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5. Financial management is the financial plan, control and supervision, capital operation, etc.
财务管理是实现财务的计划 、 控制、监督 、 资本运营等作用.
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financial plan
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方便的话，请您留下一种联系方式，便于问题的解决：Lawrence Investment Group
Why do I need a financial Plan?
Many of us meander through&life
without ever giving a thought to financial planning.& For many years we seem to do just fine until we encounter a financial
road block, one of the &life cycle events& shown above, or we reach our fifties only to realize that we do not have
a sound plan or sufficient savings for the retirement we have dreamed of.& By that time it is generally too late to save
for that cherished retirement without making drastic&life style changes for the next decade or two.& There is a
better way.&&&&&&&&&&&&&
Our goal is to demonstrate
that financial planning is a lifelong task.& You can enter th but, the later in life you begin to
plan, the&harder the climb&to reach your financial goals.& To take the maximum advantage of the time value
of money in your savings and investment programs, it is imperative to&start early in the cycle and look ahead.&&&&&&&&& When
looking at events like children's education or retirement, you will see that planning and savings must start years before
any particular event.& For an expanded view of planning considerations in each phase of the planning cycle, please click
on the appropriate topic.&&&&&&&&&&&&
&&&&&&&&&&&&&&&&&&&&&&&&&&
Selecting a financial&service professional&is an important decision. You will want an experienced individual&who
is able&to serve all your needs, yet can also provide individual attention and take the time to answer your questions.&
You also will want a fee based, registered professional to control your management costs.&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&
Larry Hollatz, RFC&&
Please get in touch to offer comments and join our mailing list.
Life Cycle Financial PlanningPlanMagic Finance Pro && Inventive Financial Plan Software
PlanMagic Finance Pro is the only financial diagnostic and plan tool that begins where your traditional financial accounting reports stop. It provides vital financial information and key financial indicators of your business whenever you want them. It includes a concise financial guide, ports fully automated business financials with a product line and products wizard, personnel wizard, incorporates state-of-the-art financial analysis tools that give you a clear view of the overall financial position and possibilities of your business up to a 10-year time period.
PLAN TO STARTUP, EXPAND, MONITOR OR RESCUE ANY BUSINESS
An increasingly competitive environment is forcing companies worldwide to review ways of becoming more effective, more efficient and more productive. Financial analysis tools such as balanced scorecards, ROA/ROE/SGR analysis, EVA/WACC, OCF, FCF, Z-score, IRR/NPV, What-If scenario testing, and many of the tools inherent to PlanMagic Finance Pro's engine, provide managers with the instrument to navigate to future competitive success. It enables management to translate an organization's mission and strategy into a comprehensive set of performance measures that provide the framework for a strategy measurement and management system.
Easy to use - Use of simple and understandable terms, clearly outlined.
Print wizard - Professionally printed results. Business financial printouts are preformatted in Letter, Legal or A4 paper size.
Sales tax - Financials handle US sales tax, VAT, GST or similar calculations.
Multiple currency - The financials can use any currency, and you can use the exchange rate multiplier
(AE only) to quickly update all the values.
Easily check the feasibility of your or your clients' plans.
Analyze the financial situation with state-of-the-art analysis tools.
Stay up-to-date with the real financial situation at all times.
Unlimited what-if and other analyses for 10 years without loss of data.
Unique tools such as line of credit scenarios, break-even analysis per product line, ROA/ROE/SGR chart, and more.
Financial Plan
Trend setting financial application written in MS Excel that has no competition when it comes to close-to-reality fully automated projections with too many unique features to list them all.
You will not find a better solution as specific, as detailed, and as automated. For consultants there is no limit to the number of projections and business plans that can be created. Enter some main assumptions, and start entering your financial data into the clearly marked cells. Use it for a business plan and/or for ongoing monitoring of your business.
Key advantages
Offers PlanMagic's Smart Entry System (SES)& to minimize and significantly speed up data entry.
Validation checks for data consistency.
Development can start up to 5 years prior to operations.
Fiscal year and forecasts can start in any month.
Forecasts include monthly (3 years), quarterly (3 years), and annual (5 years).
Up to 10 years can be forecast in one financial workbook.
Views are collapsible for clear summaries.
Costs can be split between fixed and variable cost for contribution, break-even and similar analyses.
Projected balance sheets that are always balanced.
More than 50 charts illustrate trends in expenses, sales, revenues, cash flow and more.
Financial Plan Guide
The guide covers subjects such as organizational structure, financing (owners' equity, foreign capital), marketing (market analysis, business goals, marketing strategies, advertising), operations (business identity, business location), business financials (projections, historic analysis, ratios), including tips on how to improve results or lower costs and much more.
Financial Plan Presentation
Easy to complete financial presentation template in PPT (MS PowerPoint) format. You can copy text from the
financial workbook application, or link to worksheet data in the financial application.
No one has made it easier for you to complete a business financial plan using actual or hypothetical data, analyze your business or offers the same level of financial automation (can be used for monitoring your business throughout the years). Feel free to compare. Available in English and Dutch. And, just in case you need it or prefer it, you can always activate our .
Note: every PlanMagic Business Plan program contains a dedicated financial planning application.
&ALL BUSINESS PLAN PROGRAMS INCLUDE A COMPLETE BUSINESS SPECIFIC FINANCIAL PLANNER THAT YOU CAN USE ON ITS OWN !
Minimum requirements
MS Windows Vista/7/8 32/64-bit
and MS Office 32-bit 2002(XP)/10/
INTELLIGENT FINANCIAL PLAN & ANALYSIS SOFTWARE
MS Office, MS Excel are registered trademarks of Microsoft Corporation,
PlanMagic is a registered trademark of PlanMagic Corporation. All copyrights acknowledged.}