financial planning

At the end of the year are busy, I have a lot of things, I Secretary also I wrote financial planning report, but I was not written financial planning report, is I don’t know what to do, I know a good friend of my he said to me, write financial planning report how to write, to me said the reference what file to write, I listened to her advice, I feel that I write a lot easier, if I have taught me how to do it, then I’ll as they said to do, or do good, next time I will do this thing, then I will not worry about.