Financial Planing


Financial planning is a step-by-step approach to meet one’s life goals

Financial planning – A process that provides you a framework for achieving your life goals in a planned & systematic way by avoiding shocks and surprises. It helps you be in control of your income, expenses, and investments such that you can manage your money.


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Benefits of Financial Planning:

To create a successful financial plan first, Understand your current financial situation, Write down your financial goals, take the advice of experts and choose the right financial Plan.

There are numerous practical benefits to financial planning. It helps you to:

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The planning process helps identify not only what is achievable given your resources, but sometimes what is being overlooked. Ideally, it helps balance the pull and push of today’s needs, wants, and wishes with those of the future.

If you are having trouble making ends meet today, and you don’t take some action for the future, you will likely continue in the same predicament. Financial planning is often less expensive than some of the items that creep into our daily spending habits.

 A financial plan should include a review of your goals and objectives, net worth, cash flow, investment portfolio, insurance, and taxes.


Understanding and knowing your net worth will allow you to set goals and find ways to improve your finances from a holistic perspective.

The certification ensures that the planner is acting in your best interest, not their own or the company they work for. 

It is hard to apply a rule of thumb toward savings because it varies with age and income level. You can start by putting a little aside each month and then slowly increasing it.

Financial plans must be tax efficient. It helps you in minimizing your tax liability and maximizing your after-tax returns from your investments. 

Most people have an annual update that reviews how the plan is implemented. The review also considers changing goals and circumstances.

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