New Horizon Group
 Sister Company    Al-Jammali for Auditing and Accounting  

 
 
Our Services

 
 

 
 

 
  Financial Consulting

Financial Consulting services are provided by Al-Jammali for Auditing and Accounting highly experienced and diverse team of financial consultants and advisors. We provide fee-only financial planning. Our office has been developing client-specific financial solutions since the 2004 and we are currently meeting the challenges of financial issues in the new millennium.

The purpose of providing a personalized financial plan is to illustrate, for the client, the most effective use of their financial resources in order to accomplish their short- and long-term goals.

Parts of a financial plan may include: retirement planning; investment strategies; education funding; income tax planning; insurance needs analysis; estate planning, and other issues unique to a client's situation.
 
An engagement letter is sent to the client after the initial meeting. The engagement letter outlines the financial planning services to be provided along with the fee. Once the client has agreed with and returned the engagement letter, the planning process begins. A written plan and financial projections are presented and modified as necessary. An action list is created that reflects the tasks to be performed to implement the agreed-upon plan. Follow up continues until the plan is implemented.
 

 

 

 
 
 
New Horizon Group
 

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