Financial Planning

What is financial planning?


Today we all have a high need for personal financial planning.
The basic requirements of food, clothing, transportation and leisure are linked, in a
one way or another, to money. Some of the personal goals for the future, purchases, retirement,
security, they also need money and, for this, you have to plan.

Personal financial planning could be defined as:

“El desarrollo y la implementación de un plan integral y exhaustivo en el que se determina la totalidad de objetivos financieros personales y en el que se seleccionan y ejecutan las mejores estrategias coordinadas para alcanzar estos objetivos.”


Financial planning is the set of decisions made throughout the cycle life of our life with the aim of responding to the present financial needs and future. Financial planning allows you to control all relevant events and/or adversities that arise and that may harm our assets.