Definition of Financial Planning

Financial planning refers to a practical and feasible scheme of managing wealth for clients through scientific methods and special procedures. The all-rounded financial planning covers cash planning, consumption expenses planning, education spending, risk management, insurance, tax, investment, retirement planning, and probate distribution and inheritance. It helps clients to improve quality of life and attain the process of financial security, financial independence and financial freedom at the final stage.

Financial planning is designed to build up an independent, safe and free financial life system for you and your family so as to make your targets and dreams come true in various stages and head your way to financial freedom!

Financial freedom should include meanings in two aspects:

First, earning a stable income, which exceeds personal or family's annual expenses to a large extent.

Second, achieving individual or family independence and security, making steady cash inflow which exceeds personal or family's annual expenses to a large extent.