Financial Planning Process

Step 1: YOU:-

· Identify your goals

· Associate numbers/values

Step 2: FINANCIAL PLANNER HELPS YOU:-

· To identify goals that you might not have considered now & may consider further.

· Associate values with your goals.

Step 3: FINANCIAL PLANNER PREPARES A FINANCIAL PLAN FOR YOU WHERE:-

·         He/She assesses your present scenario

·         Assesses your risk levels

· Reshuffle your present to correlate with your Goals

· Design future allocation strategy

· Show you a visible path to achieve your goals.

Step 4: AFTER FINAL PLAN IS MADE:-

·         He/She assesses various product options.

·         He/She conducts extensive research of thousands of products offerings.

·         He/She selects options that exactly match your personalized situation.

·         He/She helps you allocate financial resources.

Step 5: REVIEW:-

·         He/She continuously monitor your goals – strategy integration.

·         He/She reviews your plan as and when required by you.

·         He/She finally bring you under a total control of your finances.

For more details visit www.finviseindia.com

#investmentplanning #portfoliomanagement #childreneducationplanning #financialplanning #financialadvisory #taxplanning

1 view

Get Social

  • Grey Facebook Icon
  • Grey Twitter Icon
  • Grey LinkedIn Icon
  • Grey YouTube Icon
  • Instagram