EPISODE · Jul 3, 2023 · 6 MIN
【一位CFP的日常】墊起腳尖俯視財務，你會有不一樣的視野！
from 阿植聊理財 · host 阿植
好的理財行為，應該是每一筆規劃的資金都有其用途，也就是俗稱的「專款專用」，透過財務目標的設定，讓一切能確實執行。 而定期財務檢視的目的，一方面確認是否依舊在當初設定的目標軌道上，另方面就是思考在這些理財工具之間，是否彼此有「合作」的空間！ 或許你對目前的財務狀況感到失望，或許你對未來的財務規劃感到茫然，或許你對手邊的理財商品感到無助… 有甚麼財務上的問題嗎? 歡迎加入Line@{永平的幸福空間}，點選預約諮詢，我們來聊聊! https://lin.ee/QiqzqeF -- Hosting provided by SoundOn
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【一位CFP的日常】墊起腳尖俯視財務，你會有不一樣的視野！
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