ABUNDANCEWHERE MILLIONAIRES ARE MADE.Who is this for?
This plan is for you if –- You want to streamline and have a control over your finances.
- You want to plan for all your goals financially to ensure their fulfillment.
What you’ll get?
- a. Clear definition of your goals and when you want to achieve them.
- b. Amount required to achieve your goals in the future.
- c. Steps to accumulate your goal amounts.
- d. Sufficient insurance cover in all aspects.
- e. Recommend investments to best suit your goals.
- f. Periodic portfolio review and recommendations from the expert to meet changing conditions.
Description
If you are going from Kanyakumari to Kashmir without any map or guidance, 1 of these 2 things can happen -
- You don’t reach your destination because you are lost mid way.
- You reach your destination but after a lot of detours, unexpected setbacks and a lot of time.
This is what happens with our financial goals as well. We may know where we are and where we want to go. But we don’t know how to get there.
Although physical journey and financial journey are similar in most aspect, there’s a major difference with human behavior regarding them -
From Bangalore to Mysore - We know most of the route but at a junction, we are confused whether to take a right or left, the first thing we’ll do is use Google maps or ask someone on the road because we don’t want to risk getting lost and losing time.
From neck-deep in debt to debt-free – We have no clue of which direction to go in whatsoever, but we don’t bat an eye to wander cluelessly. Financially, we don’t mind getting lost and losing time because we aren’t aware of the stark consequences it has.
This is what a financial plan does for you.
- It will tell you where you currently stand financially
- What steps you must take to reach your goals seamlessly
- What will happen if you choose to continue your lifestyle without making any changes