| 1. | Steps to developing a personal financial plan
进行个人理财规划的步骤 |
| 2. | Financial planning withstands minor setbacks
理财规划对抗未预期挫折 |
| 3. | Financial planning helps you determine the costs of retirement
理财规划协助你决定退休成本 |
| 4. | Financial planning maps out strategies for meeting your goals
理财规划厘清达成你的目标的策略地图 |
| 5. | Financial planning helps you understand the principles of investing
理财规划帮助你了解投资的原则 |
| 6. | Financial planning includes protecting your assets with insurance
理财规划包括利用保险保障你的资产 |
| 7. | Financial planning helps you keep your assets where they should be , in your own pocket
理财规划帮助你保有你的财富 |
| 8. | Our mission is to provide professional services to enable every family to have peace of mind , security and have been taken care of
使命：我们的使命是提供专业的理财规划服务，使每一个家庭获得安心的保障与照顾。 |
| 9. | Shifts in prices are like the traffic lights of an economy , signaling to people to buy more of this and less of that , to spend or to save , or to find new jobs
价格的变动就如同经济中的信号灯，指引着人们的购买行为，理财规划，甚至职业规划。 |
| 10. | The service includes providing financial and investment plan to international or domestic enterprises and individuals , financial products spreading , asset management and professional analysis in securities , options , currencies and financial tools
主要业务范围：向国内外企业和个人提供理财规划，投资方案，理财产品的推广服务，海外资产管理以及在证券，期权，外汇和金融衍生工具的的专业投资分析。 |
