Step 1: Identification, evaluation and familiarity with current situation, financial goals and future plans

Step 2: Computation of net worth and cash flow on the basis of investment and financial information

Step 3: Conduct assessment for the asset allocation in current financial position

Step 4: Development of a personalized financial plan including investment and risk management strategy

Step 5: Implementation of the financial plan

Step 6: Review, revise and rework the plan periodically on basis of changing life conditions

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