SUPPORT@ymmdcpa.com
571-310-5738
Our Gift to you: Personal Finance Scorecard
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About the PFP scorecard
No matter what your financial needs are, planning for the future is important, and as your CPA financial planner, we can help map out the wonderful journey to financial freedom.
The first step is to have a realistic picture of your finances, your goals and what you might be overlooking. Download the AICPA Personal Financial Planning scorecard and kick out the journey.
A great tool to assess your current stage of
- Estate Planning
- Investment Planning
- Risk Management Planning
- Retirement and Cash Flow Planning
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SUPPORT@YMMDCPA.COM
571-310-5738
8300 Boone Blvd, Suite 500, Vienna, VA 22182
(BY APPOINTMENT ONLY)
Copyright 2019 - All Rights Reserved - PRIVACY POLICY - YMMD Tax and Wealth Planning, LLC
Copyright 2019 - All Rights Reserved - PRIVACY POLICY - YMMD Tax and Wealth Planning, LLC