Family Planning

“Family Planning” is a strategic financial management working through different stages of your life. Our professionals will evaluate and provide you with a unique family planning by reallocating your assets through the way of saving or investment etc in order to meet your short term target and long term goal at different stages of life including marriage stage, housing, having children, health and medical care, education fund and even retirement planning. An effective distribution of wealth, not only can make you enjoy a worry-free life, but also the way of getting wealthy. 

Formula of financial planning

1. Identify short term target and long term goal
2. Gather financial information
3. Analyze and assess the information, determine the distance between the financial status and the target
4. Build up the financial planning
5. Process the financial planning
6. Monitor and adjust the financial planning