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If you have an interest in a monetary plan with portfolio evaluation, contact Adil Sayeed of SmartGreen Financial Planning at [email protected] or 416-873-2915. And many applications offer exposure and training to various software applications generally utilized in monetary planning corporations. Many accountants typically provide financial planning services with out much background or coaching. The largest mistake you can also make is occurring a Disneyland vacation without any financial forethought or planning.