Holistic Financial Planning (整体性财务规划)

Holistic Financial Planning looks at all aspects of your personal and financial life, before creating a plan for your money. It takes into account where you are today, where you want to be and then creates a plan to help you get there. It is more than just bringing you the latest insurance product/ investment opportunity, or finding the right portfolio. A holistic approach to financial planning helps you identify the actions needed to meet your goals, both today and in the future. A truly holistic financial plan reviews every instance of a client’s financial situation.

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在为您的金钱制定计划之前，整体性财务规划会审视您个人和财务生活的各个方面。它会考虑您今天所处的位置，您想要成为的位置，然后制定一个计划来帮助您实现目标。它不仅仅是为您带来最新的保险产品/投资机会，或寻找合适的投资组合。全面的财务规划方法可帮助您确定实现当前和未来目标所需的行动。真正全面的财务计划会审查客户财务状况的每一个实例。

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