1. Determine personal foreign exchange financial management goals. Foreign exchange investors may have many financial wishes, such as diversifying investment risks, maintaining and increasing foreign exchange, and preparing foreign exchange for studying abroad and traveling abroad in the future. However, these wishes cannot simply be equated with financial goals. The basic goal of foreign exchange financial planning is to release; Foreign exchange investors' reasonable foreign exchange financial management will be transformed into specific foreign exchange financial management goals. Compared with financial desire, financial goals have two obvious characteristics: first, financial goals can be quantified by money; Second, there are achievable deadlines. With the help of professional financial managers, foreign exchange investors can distinguish short-term, medium-term and long-term financial wishes and turn reasonable wishes into goals. More information can be found in Fuhui Global Jinhui.

2. Choose foreign exchange wealth management products. In foreign exchange financial planning, different foreign exchange investors have different choices because of their different risk tolerance. For investors with different capital scales, the choice of foreign exchange wealth management products should be properly distinguished. According to the scale of investment, investors are divided into three categories: small, medium and large. According to the attitude towards risk, investors are divided into conservative investors and enterprising investors. For conservative investors with small amount of funds, because they are unwilling to take too much risks, they should mainly use their funds for safer varieties, such as foreign exchange demand savings and trust products. In this way, not only can you get higher income through trust than regular savings, but you can also maintain sufficient liquidity through current savings. For enterprising investors with small funds, they can invest most of their funds in the foreign exchange market and a small part in foreign exchange demand savings. Once the foreign exchange market suffers losses, they can use foreign exchange current savings funds to cover their positions.