Why ?
- Financial planning involves looking at a client's entire financial picture and advising them on how to achieve their short- and long-term financial goals.
- From saving for education and planning for retirement to effectively managing taxes and insurance.
- financial planners develop valuable relationships with their clients to provide them with confidence today and a more secure tomorrow.
How ?
- Discussing about existing financial Goals.
- Future major expenses
- Ways to achieve the future expenses.
- Ways to avoid major sudden expenses
