Components of a Financial Plan
The chart below shows how the four primary components of a financial plan are inter-related.
![](https://calfp.com/wp-content/uploads/2019/06/components-of-a-financial-plan-688x1024.png)
The estate portion deals with the preservation of one’s family assets, whereby fringe benefits tends to focus on maximizing business assets. Advisors from the various disciplines working as a team will seek to provide the client with the a disciplined and comprehensive financial plan.