FAQs
Why should one make a financial plan?
Financial plans allow you to prepare for future actions like your child's education, your retirement, and can help you to eventually create an investment portfolio.
What should a financial plan include?
It should start with your goals and objectives, and from there you must build an investment portfolio, retirement and tax planning, as well as insurance needs.
Why is planning important in general?
Planning helps us to identify our goals clearly. It makes us decide clearly and concretely what we need to do to have the effect on society that we want. It helps us make sure that we all understand our goal and what we need to do to reach it