Comprehensive Financial Planning
Comprehensive Financial Planning
Article Summary…..
Comprehensive Financial Planning
Comprehensive Financial Planning is done by taking family as the end beneficiary of the whole process. This ensures better control on the life situation of the family. These plans are constructed after analyzing your family, dependents, income, expenditure, assets, liabilities, career plan, your likes and dislikes. Some factors important for Comprehensive Financial Planning.
Your wish to plan your life
Identification of your family’s life goals
Putting all the information financial or non financial but affecting your financial situation in one place
Identification & fixation of your family values
Chosing and deciding the best practicle strategy
Some Common Goals
Education
Career Stability
Marriage
Car
Home
Kid’s Education
Vacation
Retirement
Business
Charity
Leave legacy
