It’s in human nature, that a person is always seeks something, but the goals for every of us are different. We do not always understand them clearly and can tell exactly what we want and what are our wishes – large and small, far or near, real and not… Personal financial planning, when viewed as [...]

It is natural that having created in the analytical questionnaire possibility of viewing of all actions with the client carried out by the Company we create certain information vulnerability of system. Therefore I recommend to create system of level of access to the information on the client in the analytical questionnaire for various employees, on [...]

The first thing you should start from, and most important, which is the basis of a personal financial plan – to determine your desires and aspirations with your financial goals. “What do you want?” – This is a very simple question, but curiously enough it is very hard to answer it. “I want to achieve [...]