Be Your Own Financial Planner

Financial planning is the process to formulate a plan to achieve goals at various stages of life. A sound financial plan covers all aspects of financial-wellbeing and helps in choosing appropriate financial products according to your specific needs. It ensures right amount of money is available at the right time for the life goals. Whether you are from financial background or not, your future is in your hands. You should understand the basic concepts and the essential key components of solid financial planning. When you know the nitty-gritty involved you act responsibly and make good financial decisions. Guesswork does not work when it comes to finances. 

Many feel intimidated by the idea of crafting financial plan on their own. It is no rocket science; it’s doable. It is also beneficial for people who cannot afford full-service advisors. There is no one-size fit all approach in financial planning, the plan has to be customized as per the individual requirements. You know your own needs and expectations. No one else knows it better. You can execute an excellent financial plan for yourself. This coaching program will equip you to construct strategies to bring your dreams alive. 

Includes

 2 hours one-on-one session on learn to build your own financial plan (step by step process explained) and detailed financial health check. Thorough understanding with examples and scenarios.

Knowledge bank and interactive videos on budgeting, cash flow planning, investment planning, insurance planning, risk management, tax planning, retirement planning and estate planning.

Downloadable excel based financial worksheets and calculators. Guidelines to prepare personal finance statements and do robust portfolio allocation among different asset classes.

Tutorial on implementation of the financial plan, regular review, rebalancing and revision based on the financial situation. A comprehensive checklist to identify gaps in the financial plan.