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Can DIY Finance Works?
You need time. 

Lots of time.
You and I, We Need A Plan For Our Money.
You and I, We Need A Plan For Our Money.
Do you have "Financial Management" inside
your calendar?
Intense focus.

Strong Discipline.
Do you spend money, or save money?
0% interest is not 0% capital.
Free Seat does not come with Free Lunch.
Knowledge & Experience is the Key.
"Recognize the skills and
traits you don't possess, and
hire people who have them."
Howard Schultz,

Founder, Chairman & CEO, Starbucks
Buy?

Hold?

Exit?
They are preying for your money.
Don't be surprised.
Blind Spot
Suf鍖cient Assets

Return on Investment

Cash Management
Financial Planning

roadmap to realize your life goals.
Goals > Resources > Gap

> Strategize > Execute > Monitor > Evaluate
Cash-鍖ow and Debt Management

Risk Management

Investment Planning

Retirement Planning

Education Planning

Tax Planning

Estate Planning

Asset Allocation
You and I, We Need A Plan For Our Money.
Where do you start from?
Expenses

Emergency

Risk management

Retirement

Personal

Charity
Six Fundamental Accounts
F
R
E
E
D
O
M
amily protection
etirement plan
ducation plan
state plan
isability, Disease
bligation,
edical.
T ax.
If you want a shortcut in life,
Start doing it NOW.

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You and I, We Need A Plan For Our Money.