{"id":165,"date":"2016-11-08T10:17:42","date_gmt":"2016-11-08T10:17:42","guid":{"rendered":"https:\/\/ariete.youmedia.es\/en\/services\/financial-planning\/"},"modified":"2018-03-20T17:04:24","modified_gmt":"2018-03-20T17:04:24","slug":"financial-planning","status":"publish","type":"page","link":"https:\/\/ariete.youmedia.es\/en\/services\/financial-planning\/","title":{"rendered":"1 | Financial Planning"},"content":{"rendered":"<ul>\n<li>Initial analysis of the situation of the family, estate, resources and needs over different time periods.<\/li>\n<li>Analysis of savings, expenses and investment.<\/li>\n<li>Analysis of assets and liabilities.<\/li>\n<li>Identification of life and financial goals.<\/li>\n<li>Establish a short, medium and long-term Wealth Plan, according to the goals agreed.<\/li>\n<li>Implement the Life Wealth Plan.<\/li>\n<li>Follow-up and review.<\/li>\n<li>Follow-up meetings with the family.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<ul>\\r\\n \t<\/p>\n<li>An\u00e1lisis inicial de la situaci\u00f3n de la familia, patrimonio, recursos y necesidades a diferentes plazos temporales.<\/li>\n<p>\\r\\n \t<\/p>\n<li>An\u00e1lisis del ahorro, gastos y de la inversi\u00f3n.<\/li>\n<p>\\r\\n \t<\/p>\n<li>An\u00e1lisis de los activos y de los pasivos.<\/li>\n<p>\\r\\n \t<\/p>\n<li>Determinar objetivos vitales y econ\u00f3micos.<\/li>\n<p>\\r\\n \t<\/p>\n<li>Establecer un Plan Patrimonial a corto, medio y largo plazo, seg\u00fan objetivos acordados.<\/li>\n<p>\\r\\n \t<\/p>\n<li>Llevar a t\u00e9rmino el Plan Vital Patrimonial.<\/li>\n<p>\\r\\n \t<\/p>\n<li>Seguimiento y revisi\u00f3n.<\/li>\n<p>\\r\\n \t<\/p>\n<li>Reuniones de seguimiento con la familia.<\/li>\n<p>\\r\\n<\/ul>\n","protected":false},"author":1,"featured_media":0,"parent":163,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-165","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/ariete.youmedia.es\/en\/wp-json\/wp\/v2\/pages\/165","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ariete.youmedia.es\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/ariete.youmedia.es\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/ariete.youmedia.es\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ariete.youmedia.es\/en\/wp-json\/wp\/v2\/comments?post=165"}],"version-history":[{"count":0,"href":"https:\/\/ariete.youmedia.es\/en\/wp-json\/wp\/v2\/pages\/165\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/ariete.youmedia.es\/en\/wp-json\/wp\/v2\/pages\/163"}],"wp:attachment":[{"href":"https:\/\/ariete.youmedia.es\/en\/wp-json\/wp\/v2\/media?parent=165"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}