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SPECTRUM FINANCIAL RESOURCES Spectrum Financial Resources, Inc. 15021 Ventura Boulevard #341 805.719.4920 Sherman Oaks, CA 91403 303.942.4322 F www.SpectrumCPA.com Personal Financial Planning Questionnaire

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What is spectrum financial planning?

Spectrum financial planning is the process of managing your finances to achieve specific goals and objectives.

Who is required to file spectrum financial planning?

Individuals, businesses, and organizations may be required to file spectrum financial planning depending on their financial situation and goals.

How to fill out spectrum financial planning?

To fill out spectrum financial planning, you will need to gather all relevant financial information, set specific goals, and create a plan to achieve them.

What is the purpose of spectrum financial planning?

The purpose of spectrum financial planning is to help individuals and organizations make informed financial decisions, achieve their goals, and secure their financial future.

What information must be reported on spectrum financial planning?

Information such as income, expenses, assets, liabilities, investments, and financial goals must be reported on spectrum financial planning.

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