Financial Planning


Financial Planning is the process of meeting your life goals through proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement. The Financial Planning Process consists of six steps that help you take a 'bigger picture' look at where you are currently. Using these six steps, you can work out where you are now, what you may need in the future and what you must do to reach your goals. Financial Planning encompasses planning the major areas of personal finance like insurance, investments, tax efficient investing, retirement and estate planning.

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