财务规划建议书.pdf

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Proposal for Total Financial Planning
财务规划建议书

What is Personal Financial Planning 什么是财务规划?
1. It is a plan to assist you measure your financial goal.
它可以帮助您来衡量您的财务目标。

2. Analyze the financial needs for each difference stage of your life.
分析每个人在不同年龄阶段的财务需要。

3. Let you have a better plan of your asset management.
让您更好的安排您的资产的动态。

4. Better plan of asset protection and or the growth of asset.
可以让您的资产得到更好的保值或增值。

5. In conclusion, to make sure the financial tools you are employing still meet
your needs.
总的来说就是如何使您的资产不会因为利息的变动、通货膨胀、银根紧缩及税收等
等的因素而使您的资产流失或萎缩。

The Purpose of Personal Financial Planning 财务规划的目的

The purpose of personal financial planning is to ensure you are on track to meet
your goals, identify and address new goals and make sure the financial tools you
are employing still meet your needs.

In order to make sure you are able to further understand your plans, we would like
to bring to your attentions the following four areas which normally the financial
expects and economists who generally agree with.