Financial Planning

Financial Planning (affected by below factors) . Read more here

• Lifestyle Style Changes (overspending, more needs)

• Personal Factors (commitment, understanding & importance of finances)

• Socio-economic factors (Policies, taxes, Markets, GDP other etc.)

What ?

• Proper direction will help you manage and grow your wealth without any Investment mistakes.

• Helps you create an Investment Portfolio, Leads to better investing habits & road map for decisions.

How  ?

• First understand the basics of investments & different options . Read more here & Understand the basic myth in Financial Plan Read here

• Can be short/long term goals (Buying Car/home,Retirement & Child education & marraige)

• You may take  help of Fee-Only Financial Advisor help to plan the same . Why we need . Read here & Avoid tricky financial advisors Read here
  
  

Meeting Financial Planner? Read more on here
What to tell? What to Ask? Who all to attend? --Preparing to meet 

•  The current financial position in the forms of assets, liabilities, expenditure patterns, income sources, savings and immediate as well as long-term goals.

•  Financial commitments/financial requirement in the past/ future with impact on long term financial plans

• Your financial requirement time-plan
  a) No of Years for retirement
  b) No of Years for Child Education and Marriage