
Planning comes several
stages before you decide where to put your money.
Before you
invest, you need to - " SAVE "
Before you save , you need to know - " HOW MUCH " ?
Before you decide how much, you need to know - " FOR WHAT
GOALS" ?
THIS IS WHERE A FINANCIAL
LIFE PLAN COMES IN !
|
Single Plan
covers all the facets of your Financial Life |
|
Integration
of Monthly Savings with your Financial Goals |
Main Components
of the Financial Life Planning Process:
|
Defining Clients
Financial Goals And Time Horizon |
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Analyzing The
Clients Current Financial Situation |
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Designing A
Life Plan Suited To The Clients Risk Profile |
|
Disciplined
Implementation Of Life Plan |
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Regular Monitoring
And Review Of Life Plan |
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