Personal Information
Organization / Workplace
Indonesia Indonesia
Occupation
Financial Planner and Founder Finansialku
Industry
Consulting / Advisory
Website
www.finansialku.com
About
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.
- Presentations
- Documents
- Infographics
Chapter 9 Career Development
Wisnu Dewobroto
•
7 years ago
Social media for financial planners
Mel Kettle
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13 years ago
Designing Ecosystems, Not Just Apps
Steven Hoober
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9 years ago
What to Know Before Hiring a Financial Adviser
Experian_US
•
9 years ago
30 Reasons to Start a Business
Palo Alto Software
•
9 years ago
Webinar: Developing the Best Content for B2B
LinkedIn
•
9 years ago
Best practices for marketing on LinkedIn
LinkedIn
•
9 years ago
LinkedIn for B2B Businesses
Viveka von Rosen
•
13 years ago
10 Strategies to help you Balance Work and Life in Sales
Abhishek Shah
•
9 years ago
Disruption in Digital Banking
Backbase
•
9 years ago
Unbelievable Face-Paintings
Makala D.
•
9 years ago
Personal Branding Guidebook From A to Z
Placester
•
9 years ago