30 Minutes Personal Finance Consultation:
30 Minutes Personal Finance Consultation Programme is a unique approach to start “Towards Better Living” journey. In this programme, we give you questionnaires to answer, which help us to assess current behavior towards personal finance, level of knowledge, issues related to investments and future expectation towards personal finance. After assessment, we will give our assessment report.
Note: 30 Minutes Personal Finance Consultation is only providing snapshot of personal finance. We do no review any current investment holding, products or funds in this service and we also do not provide any investment advise or product or fund recommendations. If client wants detailed analysis on current investment, goals, new product or fund recommendation, opt Towards Better Living Programme plans.
Suitable For: This service suitable to every individual wants to understand the current financial status and to start a first step towards better living programme.
30 Minutes Personal Finance Consultation Booking: https://calendly.com/urmiltrivedi89
Towards Better living Programme:
Establishing and defining the client-planner relationship – The financial planner explains or documents the services to be provided and defines his or her responsibilities along with the responsibilities of the client. The planner explains how he or she will be paid and by whom. The planner and client should agree on how long the relationship will last and on how decisions will be made.
Gathering client data and determining goals and expectations – The financial planner asks about the client’s financial situation, personal and financial goals and attitude about risk. The planner gathers all necessary documents at this stage before giving advice.
Analyzing and evaluating the client’s financial status – The financial planner analyzes client information to assess his or her current situation and determine what must be done to achieve the client’s goals. Depending on the services requested, this assessment could include analyzing the client’s assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
Developing and presenting the financial planning recommendations and/or alternatives – The financial planner offers financial planning recommendations that address the client’s goals, based on the information the client provided. The planner reviews the recommendations with the client to allow the client to make informed decisions. The planner listens to client concerns and revises recommendations as appropriate.
Implementing the financial planning recommendations – The financial planner and client agree on how recommendations will be carried out. The planner may carry out the recommendations for the client or serve as a “coach,” coordinating the process with the client and other professionals such as attorneys or stockbrokers.
Monitoring the financial planning recommendations – The client and financial planner agree upon who will monitor the client’s progress toward goals. If the planner is involved, he or she should report to the client periodically to review the situation and adjust recommendations as needed.
Everyone has dream to have sound financial life with proper planning towards life goals, protections against un-predictable events, having proper investment products, adequate income, managing of expenses and efficiently allocation of surplus funds. Towards Better Living Programme provide great value and discipline in financial journey. We already gathered all financial information in Financial Health Check programme. We analyse each and every aspect of financials including detailed analysis of current investments, income and expenses, life goals achievability and funding towards each goals, risk assessment, debt management and tax planning.
After analysis, we provide comprehensive action plan which give clarity on current financial position along with future road map. We provide hand holding with two time free review of on given action plan or planning for new investments.
Suitable for: After the financial health check, if individual is serious about personal finance and wants to streamline overall personal finance comprehensively with clear road map of financial journey. This service is also suitable for who wants ongoing hand holding support, unbiased guidance and proper discipline approach towards savings and investment.
Estate planning is the process of determining what will happen to your assets when you pass away or become incapacitated. Good estate planning will ensure that your assets are appropriately distributed and that your loved ones will continue to be taken care of in the event something happens to you. When planning your estate, you could use tools such as a will, setting up trusts, establishing power of attorney, and other special structure vehicles. Everything you own or would own after your death forms part of your Estate. When you plan for your Estate you decide what goes to whom, when, how?
The Estate Plan is an essential document and primary level of Estate Planning. Estate Plan allows you to protect and provide for those you care about after you have passed away or for yourself if you become incapacitated. It includes Will, Power of Attorney, Letter of Guardianship. It allows Identify someone you trust to make decisions for you if you become incapacitated, Specify who will care for your minor children if you’re unable to do so, Specify who will care for your specially-abled child if you’re unable to do so.
Many time the question arise that who need the Estate Planning? The simple answer is “YOU”. If you’re young and single, you may need only a few relatively simple items, like nominations, ‘Financial Power of Attorney’ & a ‘Pour over Will’. If you are married, you might require ‘Mirror Wills’. If you have children, you need a ‘Letter of Guardianship’ to name a guardian. If you have substantial wealth, you may need one or more trusts to help control how your assets are taxed, managed, and distributed
We provide Comprehensive services related to your Estate:
- Will Writing, Will Safekeeping, Will Executorships, Will Administration, Will Review and Revision, Will Probate.
- Trust Deeds for Minor Trusts, Special Child, Business Value Protection, Credit Protection, Regular Trust, Special Child Trustship and other trust related services.
- Letter of Administration, Letter of Succession, POA Drafting and Safe Keeping.
- Estate Planning Advisory Services.
- For Fees related to Estate Planning, kindly contact at Email: firstname.lastname@example.org , Mobile: +919825747771