1800 Century Park East, Ste 600
Los Angeles, CA 90067
Toll Free: 844-737-8952
Office: 310-737-8266

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.