Personal Information
Entreprise/Lieu de travail
Indonesia Indonesia
Profession
Financial Planner and Founder Finansialku
Secteur d’activité
Consulting / Advisory
Site Web
www.finansialku.com
À propos
As 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.
- Présentations
- Documents
- Infographies
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il y a 9 ans
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il y a 9 ans
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il y a 9 ans