What is financial planning?

Financial planning is the process of wisely managing your financial resources which enables you to achieve your dream and goals by negotiating the financial barriers in your life. It outlines a financial roadmap for you  with  information on your savings, spending and investments.

It is for you and your life

A financial plan needs to be specially designed to match your requirements. In many cases the absense of serious efforts to achieve your goals beomes the root cause of not realising ones dreams. The course of financial planning compels you to  probe your desires and defines your  goals and objectives. A pertinent financial plan goes beyond just managing your finances by providing  you with blueprint for your future.

The Five-Step route : –

Contingency Planning
Risk Planning
Financial Goal Planning
Retirement Planning
Estate Planning