Financial Planning

Financial planning is a service which is often provided by wealth managers free-of-charge as a prelude to an asset management agreement.

The first step in financial planning and subsequent wealth management is the creation of a financial plan.
Broad knowledge of finance is necessary for optimal financial planning. A financial planner must also understand which services require the skills of a third-party financial specialist.

The conventional definition of financial planning encompasses a number of activities and steps:

  • The creation of a profile (customer profile or mandate profile).
  • Analysing the profile.
  • Working through investment proposals.
  • Documenting the profile.
  • Implementing investment proposals.
  • Reviewing the implemented proposals.

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