What Is Financial Planning?

　　 Financial planning :

F inancial Planning calculates customer property size, quality of life and expected revenue. target And real risk preferences, organically combine various financial tools such as deposits, insurance, securities and real estate to achieve optimal returns under established risks. Financial planning has sprang up in the United States since the 70s of last century. Now it has become an essential prerequisite for rational investment in specialized industries and individuals.

Same with others Conduct financial transactions Consultants provide specific investment advice or sale of financial products, financial planning provides the overall financial management strategy. programme The emphasis is on tailor made, so that investors will not deviate from the predetermined financial targets that meet their own characteristics and needs due to misleading information. Simply put: financial planning without planning is like a journey without maps.