三豐针对每个客户的目标，提供量身定制，制定适合每位客户不同财务状况和个人情况的资产规划统筹服务。资产规划统筹服务包括，但不限于以下内容：
- 当前现金流量分析 - 收入与支出
- 当前的财务状况分析 - 资产，负债和净值
- 各类保险审核 – 人寿保险，医疗保险，长期护理保险，家庭保险，汽车保险及其他保险
- 雇员公司福利分析
- 投资战略和资产分配分析
- 教育基金储备规划
- 退休基金储备规划
- 省税避税筹划策略
- Typically, the financial planning process follows the sequence depicted below:
| Introductions (60-90 minutes) | Client: tell us your goals and objectives and what you’re trying to accomplish Triple Summit: provide initial thoughts and what services would be most appropriate |
| Data Gathering and Analysis (2-3 weeks) | Client: Sign engagement letter, set up payments, input information, provide support documentation, be available to answer additional questions Triple Summit: Digest info provided, extablish base line plan according to agreed upon inputs, conduct additional analysis as neeed. |
| Strategy Meeting (90-120 minutes) | Triple Summit: Present strategies to meet your goals, explain rationale behind recommendations, get feedback, finalize the plan Client: Confirm initial results, provide feedback, set up implementation schedule |
| Plan Implementation | Client: Implement recommendations, ask follow-up questions on implementation strategies Triple Summit: Provide implentation assistance and recommendations, answer any follow up questions |
| Additional Review (Optional) | Client: Communicate changes in life circumstance, request review when needed Triple Summit: Monitor client progress and provide further advice per client request |
请使用此 数据收集检查表 作为我们财务规划所需信息的参考。