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TROY M. SMITH CERTIFIED FINANCIAL PLANNERTM |
Independent Financial Planning Advice Since 1989 |
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CLIENT REPORTS |
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Sample Financial Planning Reports
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"Financial Planning must consist of ongoing client reporting...reports allow a planner to give advice to clients using current data...Reports must be forward looking, not just historical...If a planner gives advice using only old data, it is like driving a car using only the rear view mirror." Troy M. Smith, CFP®
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Clients receive different monthly Financial Planning Reports depending on their Advisory Contract (Hourly or Flat Retainer Fee)
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"You can't control the wind, but you can adjust your sails to get to your destination." |
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| Securities and Advisory Services, including Financial Planning, offered through H. Beck, Inc., Member FINRA and SIPC. | Disclosures |
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Copyright © 2007 Troy M. Smith, Certified Financial PlannerTM |
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