CONGRATULATIONS!!! Since you are looking for financial planning & that’s the first step towards taking control of your financial life. We invite you, and sincerely request you, to spare few minutes to browse our site, at least the homepage. This investment of your time might change your Financial Health & Financial Life completely.
“Knowing WHERE you want to go is Valuable. Knowing How to get there is Priceless.“ And that in a nutshell is what True Financial Planning is all about. First it helps you determine where you’re going financially and what you want for your financial future. Then it helps you make it happen.
Personal Financial planning is a dynamic ongoing process that takes into account the “WHOLE YOU” – your financial life, your income, assets, liabilities etc. and your personal life – your values, dreams, wants, needs, time horizons etc. And most importantly, your financial plans must reflect your attitude toward risk and reward. The result is a custom-tailored strategy to help you achieve your financial goals.
You might ask If a Financial Planner is Truly Necessary?
YES. When people lack direction they tend to make very expensive mistakes. The key to financial security is increased knowledge together with sound strategy. That’s where a Financial Planner comes to the rescue. Constantly changing tax laws, increased market volatility and expanding investment options make it essential that you work with an experienced and independent financial planner who can provide you with the objective guidance you need.
In the future, you will either have enough money or you will not. But right now, there is something you can do to make sure that you will have enough money – and better still – be able to spare time and money to enjoy life. None of us can predict the future, but we at PRUDENT ADVICE can model it for you. Imagine being transported to see what your financial future looks like but with the advantage of being able to come back and do something about it if you do not like what you see!
Financial Planning ~ Misconceptions v/s Truth
You tend to hear a lot about Personal Financial Planning these days. Financial Planning is used in all sorts of contexts by Insurance Agents, Mutual Fund distributors, Bank Relationship Managers & other intermediaries to cause confusion in the minds of people. However, Financial Planning is actually not what these people would have you believe. The planning part is completely overlooked which gives a wrong impression about Financial Planning. To address the lack of awareness and the wrong perceptions about Financial Planning, we have prepared few questions which will help you understand the true financial planning.