What type of information do I have to provide to my financial planner?

Question

Ashraf E. Mahmoud (PhD) · Answer

Thanks for invitation,

THe main information that have to provide to the financial planner are:

1- Profit and loss statement.

2- Cash flow statement.

3- The balance sheet.

4- Sales Forecast.

5- Concerned business ratios.

6- The project Break even point.

7- Personnel plan.

Abid Ali · Answer

https://www.forbes.com/sites/brianthompson1/2017/10/08/10-questions-your-financial-advisor-should-ask-you/#2ff5e865159d