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Hello everyone, today I am going to introduce financial planning.
My name is Liyue Long.
Personal financial planning is about helping people make smart and safe money decision for the future.
It is something that many people don't think about early enough, but it is very important, especially if you want to live a comfortable life later on.
There are two main parts in this survice.
Safe for retirement.
First, we help people save for retirement.
A lot of people work hard all their lives, but don't know how much money they will need when they stop working.
So, we help them understand how much they should save each month and where to save it.
For example, we might suggest putting money in a retirement fund or other long-term saving plan.
Simple investing device.
Second, we give simple investing a device.
This doesn't mean risk or complicated things.
It means smart, careful choice.
We help people learn about options like stocks, bonds, or mutual funds.
Even small investments can grow over time if done right.
Price. Pricing.
One-time consultation.
This device is charged on a position basis.
With each session lasting approximately 1-2 hours.
The price textures range from $1,500 to $5,000 depending on the depth of consultation and the client's specific needs.
Thank you, everybody.