Financial planning

Do you set large-scale financial goals for yourself? We will conduct a reliable assessment and draw up a step-by-step action plan to achieve the goal.

THE OPTIMAL SOLUTION

– is the preparation of a personal financial plan. Our experts will conduct an accurate assessment of current financial opportunities and help you choose the most rational way to achieve your goals.

Our guidelines include a step-by-step investment strategy and an optimal set of financial tools that will help achieve the goals.

Stages of financial planning:

Specifying financial aspects and concepts, including information on conflicts of interest, responsibilities of the parties, remuneration mechanism; determination of the terms of the agreement; planning further interaction.

Introduction and definition of the Client-Consultant relationship

A complete analysis of available expenses, including those related to current investments, insurance, pension planning, etc. The time horizon is determined, as well as the potential for profitability and risks.

Analysis and assessment of financial condition

Determination of mutual steps and coordination of actions. At this stage, it is necessary to implement the received recommendations.

Implementation of financial plan recommendations

Conducting an interview: discussing monetary resources, expectations and commitment. This stage allows the client to better understand their own financial goals, priorities and needs.

Collecting financial information

Selection of specific tools which allow you to achieve the set goals. Discussion with the client of the subsequent strategy.

Development of financial planning recommendations and/or possible alternatives

Tracking the correct implementation of all identified recommendations and evaluating progress in accordance with the goal.

Monitoring the execution of the financial plan

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