HomeComprehensive Financial Planning Includes Comprehensive Financial Planning Includes
Comprehensive Financial Planning Includes
By Bimal Chandra Jha
- Setting Financial Road map and Goals
- Risk Appetite Analysis
- Cash Flow Analysis
- Net worth analysis
- Financial Ratio Analysis
- Contingency Fund Planning
- Existing Insurance Policies Analysis
- Life Insurance Planning
- Health insurance Planning
- Review of existing investments
- Asset allocation strategy
- Investment planning
- Children’s future planning (Higher education & Marriage)
- Retirement Planning
- Vacation Planning
- Goals Planning (Buying home, Car, etc)
- Loan/ Debt management
- Income Tax Planning
- Estate planning-will
- Our Recommendations
- Implementation
- Monitoring and Review