Find freelancers. Lose those costly delays.

With 1.7 million freelancers, we'll match you with the perfect talent.

or, Register with Elance »

Profile > Portfolio
> All Items
Encompass Accounting

CLIENT RISK QUESTIONAIRRE

by Encompass Accounting, last login 11 days ago

Description
This is a tool utilized by financial planners to collect and document client risk tolerance and present analysis to clients on recommended portfolio strategies.
Tags
excel finance analysis model plan planning portfolio stocks mutual funds
176985602337900
              
US
Encompass Accounting

Encompass Accounting

Accounting, Payroll, Financial Reporting, Small Business...
Scottsdale, AZ
5
Not Yet Rated
40/hr
rate
About Encompass Accounting
ENCOMPASS ACCOUNTING was started help small businesses deal with the complexities of maintaining internal accounting and financial reporting systems. The services we offer include accounting & bookkeeping, business planning and consulting, business taxes and new business and start-up business services. These services will allow you to focus on building your business while we provide the accounting and financial infrastructure to provide you with information and tools to make you successful.
Encompass Accounting | Elance

Encompass Accounting