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Akpk Slide
Akpk Slide
Akpk Slide
Identify your
goals
Find a certified
financial planner
Design a plan
d) Design a plan
- after review of current situation the financial
planner will provide recommendations and solutions.
- these recommendations should be structured to
meet financial needs and may include a budget, a
saving plan, a retirement plan and investments.
e) Execute the plan
- a financial plan is only successful if put into action.
- financial planner should help and coordinate
efforts to reach a goals and objectives.
happy with your life and you are not going around borrowing money to make
ends meet or expecting hand outs from others.
Have a sense of freedom from financial worries because you have planned for
future, anticipated your expenses and achieved your personal goals in life.
Be more effective in obtaining, using and protecting your financial resources
Cash flow
Standard of
living
Financial
understanding
Capital
investment
Assets
Income
Family
savings
security
Situation 1
Sazali is an entrepreneur and had started his own
THE END
THANK YOU!