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估量机会 这是家庭理财计划的起点,包 括初步分析家庭未来可能出现的收支状况,形成判断并分析收支实现的条件。 确定目标 这是制定理财计划的第一步,是在估量机会的基础上,为家庭确定理财工作的目标,并确定重点。
Sizing Opportunities This is the starting point for a family financial plan, which includes a preliminary analysis of the possible future income and expenditure in the family and the conditions for judging and analyzing the revenue and expenditure. Setting the Goals This is the first step in formulating a financial plan. It is based on the evaluation of the opportunity to determine the goals and priorities of the family for financial management.