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How it all began

Posted October 25, 2019 adminLeave a commentPosted in work

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Is Financial Planning is a must for everyone?

Yes, Financial Planning is a blueprint for the proper management of your finance. It is like the plan and the estimate we prepare before the construction of our house. We discuss our needs & dreams about the house and share our budgets with an engineer and then seeks the helps to draw the best possible plan.  Likewise in financial planning, you discuss your financial Goals, Needs, and Dreams with a financial planner and seeks the best possible and realistic way to achieve them. 

Here are few reasons why Financial Planning is a must

  1. It provides more clarity, direction and meaning to our financial decisions.
  2. It helps us to overcome the problems of random investments
  3. It is provides a realistic way to achieve our Financial Goals.
  4. It focus at our overall financial well-being with a holistic approach

In short, the financial planning approach would empower you to take more sensible financial decisions about money in your life. It would undoubtedly redefine the way you manage your personal finance and would help you to bridge the gap between what you do and what you are ought to be doing in your financial landscape.

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Arun Joseph  is the founder of PlanMyFin.com. He is a graduate both in Law and Commerce and has been granted the Certified Financial Planner certification CFPCM by Financial Planning Standard Boards of India in 2010. He is also a Fellow Member of Insurance Institute of India and also holds his PG in Business Administration from Symbiosis Pune.

He has been in the personal finance industry for over a decade and is amongst the first generation of financial planners in India. Apart from developing financial plans and guiding clients to meet their financial goals, he has taken a keen interest in research and analysis pertaining to various financial products.

He also conducts workshops on financial planning, investment planning, personal tax planning, risk management, retirement planning and is a regular resource person for leading business schools. He also contributes to various financial magazines and enriches the readers with thought provoking articles

 

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