P. T Quantum Magna Financial is a private organization which connects those who need, support and deliver financial planning. The company believes that everyone is entitled to objectives advice from a competent, ethical financial planner to make the financial decisions.

A financial plan is a personalized strategy for accomplishing the financial goals. While the goals can include short-term objectives including paying off credit card debt or saving for a vacation, the motion for making a detailed plan is the challenge of being able to achieve larger, long-term goals, such as buying a home or a car, paying for the child's education, and having enough money to retire in the preferred lifestyle.

A financial plan is about looking ahead, so the money is there when it is needed, for as long as necessitate. While everyone's specific goals and circumstances may be different, a financial plan should be helpful in identifying short, medium and long-term financial goals, choosing strategies in order to help meeting the ones which give the highest priority and also providing an emergency fund.

As for the rapid change in lifestyle of Indonesian people, the need of well

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established financial plan is needed by everyone. Therefore, the study of preparing a well developed financial plan is considered to be important. This Capita Selecta will analyze how to prepare and develop an established financial plan for individual or family.



Research Location : Quantum Magna Financial



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