12100 Wilshire Blvd,
Los Angeles, CA 90025
(310) 806-9454

What do you mean by “Scope of Engagement”?

This term defines the process of selecting one or more financial planning subject areas. Topics include, but are not limited to budgeting, debt management, credit management, education planning, investment management and planning, tax planning, estate planning, insurance planning, pension planning, retirement planning, and social security benefits planning.