多事项整体规划Coordinated planning
个人、家庭与企业需求相互影响，需要先确认全貌与优先顺序。For clients whose personal, family and business plans depend on one another.
这项服务如何推进How the work is approached
先围绕你的目标和已有安排确认问题，再明确本次需要准备、协调和交付的内容。服务范围在开始前书面确认。Review your goals and existing arrangements first, then define the preparation, coordination and outputs needed. Scope is agreed in writing before work starts.
列出所有目标List your goals
分别写出个人、家庭和企业希望完成的事项。List personal, family and business goals separately.
确认优先顺序Set priorities
哪些必须先完成，哪些可以后续推进。Identify what must happen first and what can follow.
标明参与方Identify participants
列出需要提供资料、确认决定或执行任务的人。Identify information providers, decision-makers and task owners.
可约定的交付内容Possible agreed deliverables
以下是可纳入委托的成果，具体项目按实际需求确认。These outputs can form part of the engagement, subject to your actual needs.
- 整体需求与优先级表Goals and priorities overview可将个人、家庭与企业目标并列，确认先后顺序和未定条件。We can place personal, family and business goals together and clarify priority and unresolved conditions.
- 事项依赖与责任表Dependencies and ownership可整理事项间的依赖、资料提供人、决定人和希望回复的时间。We can map dependencies, who provides information, who makes decisions and when responses are needed.
- 阶段推进建议Proposed stages可按已确认目标与时间提出讨论顺序，将未核实条件保留为待办。We can suggest a discussion sequence based on agreed goals and dates, keeping unverified conditions as open tasks.
开始前确认的安排What to agree before starting
| 服务范围Scope | 包括哪些事项、输出和跟进周期；不包含哪些工作。Tasks, outputs and follow-up period, with exclusions stated. |
|---|---|
| 费用构成Fees | 服务费与第三方费用分开列明；新增事项在确认后开展。Service fees and third-party costs are itemised separately. Additional work is agreed before it begins. |
| 时间与依赖Timing | 确认目标日期、客户补充资料时间，以及需要等待外部确认的节点。Agree target dates, information deadlines and milestones requiring external confirmation. |
| 专业判断Specialist decisions | 审批、录取、开户和专业意见，均由相关机构独立决定。Approvals, admissions, account opening and professional opinions are decided independently by the relevant institutions. |
常见问题Questions before you begin
资料还不完整，可以先沟通吗？Can I enquire with incomplete information?
可以先说明现状和缺失部分。初步沟通用于识别待确认问题，不代表申请或委托已经启动。Describe the current situation and missing information. An initial discussion identifies open questions; it does not start an application or engagement.
下一步应该做什么？What should I do next?
打开准备清单，勾选已经梳理的事项。随后进入咨询页，相关服务与已梳理内容会带入摘要。Open the preparation checklist and mark the items you have reviewed. Continue to the enquiry page with the service and reviewed topics carried into your brief.