Saturday, July 18, 2009

How a Financial Planner can help you

Offer personalized service - We each have different financial goals and objectives. Your FP will be able to personally guide you though the processes of attaining these objectives that meets your specialized needs.

Act as a financial coach - Your FP is trained to listen and understand your financial concerns. He/she will be able to explain to you the strategies and concepts related to your financial objectives.

Help conceptualize your goals - Your FP can clearly define your financial goals and prioritize them for you and therefore eliminate any confusion arising from unclear and vague goals.

Road map to achieve your financial goals - a financial planner can design a comprehensive and clear plan to ensure that you reach your financial goals.

Selection of correct financial tools - a financial planner will be able to guide you in selecting the best financial tools that suits your investment profile and objectives therefore reduce the risk of you selecting the wrong instruments while simultaneously keeping you better informed to make the best decision.

Proactive management - a financial planner with a thorough understanding of your investment objectives can bring opportunities to your attention. He can keep you abreast of the financial environments that may affect your plans and make recommendations to adjust them.

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1 comment:

  1. salam, what will be your advices to those just started working, both own-self or as salary-man?any short or long term target financial planning to share?

    ReplyDelete