Start planning your finances with us

Having a financial advisor is very important in the complex and fast-changing financial world because a financial advisor is like a map and guide to your financial life. A financial advisor plays a role in providing useful advice, whether it is saving, investing, retirement planning or risk management. An advisor helps analyze your financial situation to align with your personal goals. They also help you see a clear financial picture and suggest ways to achieve those goals firmly.

JWN Wealth Advisors is an important step towards long-term financial stability and success. Whether your goal is saving, investing or retirement, we are ready to be a trusted partner. With our wide range of experience and expertise, our team will help you plan your finances systematically, appropriate for your individual situation and goals.

Steps in financial planning

1. Assess financial status

Net worth is an indication of your true financial status, not just the amount of assets you have.
*Net worth = Assets – Liabilities*

In addition, you should record your daily income and expenses to analyze your spending behavior.
*Amount left / Amount short = Income – Savings – Expenses*

2. Set clear goals

You should set clear financial goals and set an appropriate time frame.
A good goal should follow the SMART Goal principle:

Specific: Clearly state what the goal is.

Measurable: Can be measured.

Achievable: Possible in practice.

Realistic: Consistent with reality.

Time Bound: Has a clear time frame.

And don’t forget about risk management, which will act as a shield against unexpected situations. You will be able to handle it without worry.

3. จัดทำแผนการเงิน

Spending and asset management plans should be made to achieve the set goals. The plan period should be allocated in line with income and financial obligations so that goals can be achieved without creating undue pressure.

4. Strictly implement the plan

Commitment and discipline are essential to implementing a plan in order to achieve the set goals.

5. Review and adjust plans according to the situation.

Review your financial plan regularly every 6 months to make sure it is on track. If you notice any major changes, such as changing your financial goals, getting married, having a baby, or buying a new home, adjust your plan to accommodate your new circumstances.

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JWN Wealth Advisors ช่วยให้คุณบรรลุเป้าหมายทางการเงินได้เร็วขึ้น ด้วยแผนการเงินที่ปรับแต่งให้เหมาะสมกับคุณ เราจะช่วยให้คุณเข้าใจสถานการณ์ทางการเงินของคุณอย่างถ่องแท้ และวางแผนเพื่ออนาคตที่มั่นคง

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