Effective Personal Management

David R. Imsande

CPA

Effective Personal Management

Your Personal Financial Officer

Personal assets and individual management can be directed in different ways including:

  • Personal living analysis

  • Tax management

  • Retirement analysis

  • Retirement analysis

  • Investment analysis

  • Vacation planning

Personal living analysis involves numerous aspects that include:

  • Appropriate housing - the size and location is different for everyone

  • Adequate insurance - defining the need and obligation is paramount

  • Ample savings and investments identifying monetary needs

  • Sufficient vacation time that allows you to invest your future in the present

  • Defining your standard of living now, and in the future.

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