Financial Services Management
-
Upload
brigitte-fried -
Category
Documents
-
view
215 -
download
0
description
Transcript of Financial Services Management
![Page 1: Financial Services Management](https://reader033.fdocuments.net/reader033/viewer/2022042721/568ca69f1a28ab186d921955/html5/thumbnails/1.jpg)
FINANCIAL PLANNING - HELPING FOR YOUR
FUTURE GOALS
![Page 2: Financial Services Management](https://reader033.fdocuments.net/reader033/viewer/2022042721/568ca69f1a28ab186d921955/html5/thumbnails/2.jpg)
Do you picture yourself owning a new home, starting a business, or retiring
comfortably? These are a few of the life goals that may be important to you, and each comes with a price tag attached.
That's where financial planning comes in.
![Page 3: Financial Services Management](https://reader033.fdocuments.net/reader033/viewer/2022042721/568ca69f1a28ab186d921955/html5/thumbnails/3.jpg)
It is the process of meeting your life goals through the proper management of
your finances. Life goals can include buying a house, new car, advanced
career training, saving for your child's higher education and self sufficiency
during working or retirement years. To achieve these clear cut goals, people need to carefully plan your finances.
![Page 4: Financial Services Management](https://reader033.fdocuments.net/reader033/viewer/2022042721/568ca69f1a28ab186d921955/html5/thumbnails/4.jpg)
Why Financial Planning is Important?
![Page 5: Financial Services Management](https://reader033.fdocuments.net/reader033/viewer/2022042721/568ca69f1a28ab186d921955/html5/thumbnails/5.jpg)
A comprehensive financial plan serves as a framework for organizing the pieces of your
financial picture. With a plan in place, you'll be better able to focus on your goals and understand
what it will take to reach them. It helps you to understand how each financial decision can affect
other areas of your finances. One of the main benefits of having a plan is that it can help you
balance competing financial priorities. A plan will clearly show you how your financial goals are
related-for example, how saving for your children's college education might impact your ability to
save for retirement. Then you can use the information you've gleaned to decide how to
prioritize your goals, implement specific strategies, and choose suitable products or
services. Best of all, you'll have the peace of mind that comes from knowing that your financial life is
on track.
![Page 6: Financial Services Management](https://reader033.fdocuments.net/reader033/viewer/2022042721/568ca69f1a28ab186d921955/html5/thumbnails/6.jpg)
Know about what Financial Planning is and how a complete financial plan can
change your life. Start financial planning and learn ways to make more money
than ever before at elitewealth.
![Page 7: Financial Services Management](https://reader033.fdocuments.net/reader033/viewer/2022042721/568ca69f1a28ab186d921955/html5/thumbnails/7.jpg)
Feel free to visit https://www.greeneconsults.com/
for more information.