Financial Planning Back to services

RamaCPA understands that the key to reaching your financial goals, for individuals and families as well as businesses, is the design and implementation of an effective financial plan.  In order to ensure effectiveness, every financial plan must be regularly reviewed to ensure that it is performing as designed and to make any adjustment necessary due to changes in the economy as well as changing personal and/or business dynamics and goals.  RamaCPA proactively engages with our customers to deliver comprehensive financial planning services that help them to achieve all of their financial goals.  RamaCPA’s financial planning process includes the following elements: