狠狠撸shows by User: melvincfp
/
http://www.slideshare.net/images/logo.gif狠狠撸shows by User: melvincfp
/
狠狠撸Share feed for 狠狠撸shows by User: melvincfphttps://cdn.slidesharecdn.com/profile-photo-melvincfp-48x48.jpg?cb=1688891406As a personal financial planner, my primary role is to assist individuals in managing their finances and achieving their financial goals. Here's an overview of what I do:
Understanding Client Goals: I start by having detailed discussions with clients to understand their financial objectives, such as retirement planning, saving for a house, paying off debt, or starting a business. I analyze their current financial situation, including income, expenses, assets, and liabilities.
www.finansialku.com