Westward Holdings Professional Advisors Tokyo Japan’s Financial Plan
Publisher: Marshall Devoe
Published: June 17, 2010
Place of publication: France
Language: eng
Number of pages: 2
Table of contents: title: Westward Holdings holistic strategy to developing your personal financial plan.; title: A complete financial planning involves, first of all, assessment of every area of your specific personal financial situation and the necessary creation of a strategy to attain your projected goals.; title: With Westward Holdings’ application of comprehensive and professional methods, you can consolidate your financial objectives with your highest goals in life and substantially increase the opportunity to attain them.; title: Our well-rounded strategy normally considers the following financial aspects: investment evaluation, cash-flow investigation, tax position, risk measurement, retirement planning, educational-cost planning and legacy preparation.; title: Upon the collection of all your information and once our advisors acquired a full appreciation of your status, you will obtain a better degree of control and understanding of your finances, assets and investments. This fresh confidence to develop a sound foundation will allow you to make calculated moves and well-researched investment decisions.; title: Westward Holdings utilizes a Six-Step Method:; title: 1.	Introduction; title: The client-adviser relationship is defined (Including our mutual expectations).; title: 2.	Discovery; title: Relevant client information is gathered.; title: 3.	Clarity; title: An objective evaluation of your financial condition and your goals is undertaken.; title: 4.	Ideas; title: We collaborate on the creation and deriving of solutions and/or options.; title: 5.	Implementation; title: We apply the solutions into the investment process.; title: 6.	Review & Update; title: Manage and update solutions if necessary (Westward Holdings meticulously checks the fine points of your financial circumstances).