Financial Education Series: 2
COMPONENTS OF FINANCIAL PLAN-
1. Cash Flow Planning
2. Risk/Insurance Planning
3. Asset allocation Planning
4. Retirement Planning
5. Child Future Planning
6. Tax Planning
7. Wealth Preservation and Growth planning
Data Points required during Financial Planning
1. Financial Goals for the entire family
2. Current & long term asset and liabilities.
3. Investment and portfolio holdings
4. Future financial requirements with regards to Income/Expenses
5. Creating a Strategic Financial Plan.
For any clarification on your financial freedom, please feel free to call/ Whatsapp me.
Regards,
Biswajit Roy
Msc(Psychology), MBA, CMFD.
Financial Psychologist.
Certified Wealth Strategist.
Author - Miracle wealth Unlocked
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