Posted on January 26th, 2008 by vLogged
I often see people commit the same mistake again and again. They consider personal financial planning to be a product and not a process. The clients at the company come with an idea of buying ready-made templates to work as their financial plan. They just fail to see financial planning as an organized, well-planned system [...]
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Filed under: Daily Ramblings, Financial Planning, Me 'n My Work, Personal Finance, Understanding Finances
Posted on January 21st, 2008 by vLogged
The six-step process:
First: Setting Client Goals – To determine where the client wants to go with his finances. Details by Mark Ref. Used in conjunction with the next step.
Second: Collating client information, financial sheets & understanding his/her financial history.
Third: Research base target setting – Detailed analysis (both quantitative and qualitative) to conclude client’s financial actualities.
Fourth: [...]
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Filed under: Finance, Financial Planning, Investing, Personal Finance, Understanding Finances
Posted on January 15th, 2008 by vLogged
Since all my constant efforts to get Ryna involved with this blog have proved to be useless, I have decided to make this blog more of a study project in an attempt to learn and share my thoughts on Personal Finance, Business & Marketing trends. I need to pull up my socks if I plan [...]
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Filed under: Daily Ramblings, Me 'n My Work
