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Why Financial Planning

Why Financial Planning?
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Why Financial Planning?

Financial Planning must begin and end with you. Life keeps changing and you should be able to change your choices too. I can help review your plan and enhance it when needed by exploring, creating and choosing.

I can help you in –

  • Wealth Protection.
  • Wealth Enhancement.
  • Wealth Transfer.

GOALS

Life is all about decisions that need to be taken at different times. Children’s Education? Children’s Marriage? Retirement? Home/Car? Holidays? Others? Remember, it is important to invest keeping in mind your goals.

Short-Term Goals

  • Emergency Corpus.
  • Vacation.
  • Any goal that’s less than 5 years.

Long-Term Goals

  • Child’s Education
  • Child’s Marriage.
  • Starting your own Business
  • Starting your own Business
  • Retire Early
  • Retirement

FINANCIAL WEALTH CHECK-UP

I can help you with financial advice tailored to you and the choices you make. We can discuss your financial plans, goals, and understand your financial health first before planning or devising any future solutions.

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Why Financial Planning?

It is a common feeling to help those that we love financially by either supporting children purchase their first home, car, or even finance grandchild’s college education. Properties or assets can be transferred to various family members in a hope that they will support you in your old age. But we forget that we can’t take a loan to pay for our retirement.

Simply put, by financially supporting your family members you could be putting your own retirement at risk and you may not really be helping them prepare for the real world where there are no free rides. So, what does one do then? Come and meet me for a quick chat. There is no obligation. I will simply propose my best solution.

GOALS

Whether Short Term Goals or goals for the long-term, it is important to have a diverse portfolio. I will help you prioritize your goals so that you can choose the best products available to you. I believe in tailoring or customizing my solutions to your financial priorities and goals such that we have low-risk, long-term investing to high-risk, short-term strategies where we can mix it up or keep it conservative.

Fin Coach
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