Personal financial plan
Putting together a financial plan for wealth management or retirement planning is somewhat like a jigsaw puzzle. There are many smaller pieces that need to fit together so the bigger picture can be revealed.
You may be getting to a financial position where you want to see your money work harder for you. Or perhaps you might have several financial products, savings plans or strategies in place, but feel unsure if they are working as efficiently as possible. A personal financial plan focuses on a series of strategies that work together to help you achieve your long-term or bigger-picture goal - while also remaining flexible enough to adjust to changing circumstances or conditions.