Rani Jarkas Firm

  According to a survey conducted by the American Psychological Society, money comes first as our greatest worry. A well-made personal finance plan may be a desirable solution to ease your worries.   A finance plan could be as simple as to book-keep your income and spending, and strike a balance between them. Taking it as a start, you could advance another step by making deposits. Then you will possess the money to accrue interests and other returns through smart investments.   At this stage, I personally highly recommend you to seek the advice and help from a professional financial planner. A good and comprehensive personal finance plan will require the support of profound knowledge, rich experience and a deep insight into the market.   A personal finance plan concerns not only the present, but is trying to build a healthy financial future based on your current situation, as well as the perception of the market dynamics and potential risks, which is no easy task. Su...

The first step of knowing the financial planning strategy is to understand what is financial planning. To be short, financial planning, as one of the important components of professional financial services, helps to understand one’s current financial status and create a proper long-term monetary goal with strategies to achieve such goals like increasing the capital, generating interests, etc. Sometimes a financial planner may even be able to manage one’s assets in order to achieve these goals.   We can see from the above explanation that a complete process of financial planning will involve a client in need of services, a professional financial planner, a financial goal to be achieved and the strategies to achieve such goals.   Therefore, knowing about a financial planning strategy could start with understanding the financial goal. People in need of financial planning usually possess a practical goal like saving for something big like a house or an around-the-world tour. There...