Working life is spent building your wealth. Maintaining the standard of living that you have become accustomed through your later years requires intelligent financial planning.

People are living for longer, and the cost of healthcare is rising, so you need to start thinking about the challenges your wealth will face as soon as possible.

To be fully prepared, we at Yamanashi Kyoto Management believe that it is vital to have a comprehensive understanding of your wealth circumstances and how it will develop into the future. This is what we mean when we talk about financial planning.

Financial Planning Stages

財務計画サービスの段階

1. Evaluating Your Assets

We undertake a comprehensive evaluation of your personal wealth circumstances, how it is likely to develop into the future, what external forces will act upon it (such as inflation, alimony, etc.), and how it is broken down by asset class (cash, real estate, bonds, equities, etc.)

2. Evaluating Your Needs

We gain an understanding of your financial objectives, whether you want education trust funds established, what income you will require in retirement, tax implications and much more.

3. Developing A Plan

We decide on a strategy on how it is we are going to achieve all of your goals.