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Published byAndrea Dawson Modified over 9 years ago
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Strategic Financial Planning
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Lifestyle Or Standard of Living Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Death Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Death Disability Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Death Disability Dread Disease Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Death Disability Dread Disease Hospitalisation or Long Term Illness Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Death Disability Dread Disease Hospitalisation or Long Term Illness Emergencies/Contingencies Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Death Disability Dread Disease Hospitalisation or Long Term Illness Emergencies/Contingencies Inflation Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Death Disability Dread Disease Hospitalisation or Long Term Illness Emergencies/Contingencies Inflation Tax Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Death Disability Dread Disease Hospitalisation or Long Term Illness Emergencies/Contingencies Inflation Tax Barrier of Savings Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Death Disability Dread Disease Hospitalisation or Long Term Illness Emergencies/Contingencies Inflation Tax Barrier of Savings Savings Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Death Disability Dread Disease Hospitalisation or Long Term Illness Emergencies/Contingencies Inflation Tax Barrier of Savings Savings Risk Cover Strategic Financial Planning
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Lifestyle Or Standard of Living Earned Income Death Disability Dread Disease Hospitalisation or Long Term Illness Emergencies/Contingencies Inflation Tax Barrier of Savings Savings Risk CoverInvestment Strategic Financial Planning
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Summary FP = (RC+S) a The task is to resolve the following formula Where: FP = The proposed Financial Plan RC = The amount of Risk Cover needed S = The amount of Savings to be made a = Affordability Personal Financial Planning is about: Understanding through analysis the lifestyle of people and their exposure to risk. Empowering people to fully understand their financial position. Strategising a proposed plan of action to enhance financial security and well being. Implementing the strategy by priority and timetable through affordability. Reviewing the plan on a regular basis to ensure goals and timetables are achieved. Strategic Financial Planning
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