360 North Pacific Coast Hwy,
Suite 2000, El Segundo, CA 90245
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 planning, tax planning, estate planning, insurance planning, pension planning, retirement planning, stock compensation planning and social security benefits planning.