What should a personal finance plan contain?
The personal finance plan should
include an overview of your net worth, goals, investment portfolio, cash flow,
investments, retirement, tax planning, insurance services, that is, the overall
financial plan for achieving your goals.
What data should I disclose?
Typical are information on
investments, number of dependents, income and expenditure data, saving and
financial planning requirements, etc. The more accurate the information is, the
better the quality of the advice.
Do I have to personally meet a personal financial consultant?
It depends on what you need. We
can send you the complete questionnaire. Based on your answers we will be able
to prepare a customized personal finance plan specifically for you. If you need
more detailed information with a personal financial consultant, please call us
on +386 70 664 433, or write at email@example.com.
Why should I disclose so many personal information?
Think about visiting a doctor?
Without complete and completely accurate information, your doctor can not
prescribe the best treatment. The same applies to financial planning. To get
the best solution for your "financial health" you need to disclose
all the details.