Why choose Our MyFinPlanner ?

Why Comprehensive Financial Planning

There are a few financial goals that are very important for every individual like owning a new home, starting a business, education of children, or retirement planning but as we all know each thing comes with a price tag attached to it, that’s where financial planning comes in. Despite its name is actually more about life than money. Financial planning is a process that can help you reach your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources. It is a crucial activity which is meant for future. Financial planning is a highly personalized service. It is a cyclical service that constantly repeats as clients need change over time. Both the client and planner have certain responsibilities to make the exercise a success.

Need & Importance…

The need and importance of financial planning when Inflation & changing lifestyles are the biggest cause of concern, cannot be overstated. Unexpected things happen all the time - so being financially ready for it makes life much easier. Whatever stage you are at in life, you need to make sure your personal financial life gets the attention it deserves. You need to develop well-defined goals and define appropriate strategies to turn your dreams into reality. The right time to create a financial plan is right now. No matter what your income level or what your hopes for the future, you need a solid plan to achieve your goals. Drifting through life without carefully set goals and well-researched methods of achieving them is a recipe for disaster.

What it delivers?

The process of financial planning should help you answer three questions. Where you are today, that is, your current personal balance sheet, where do you want to be tomorrow, that is, finances linked to your goals, and what you must do to get there, that is, the asset allocation and investment strategy that will help you achieve your objectives.

Why certified planners?

CERTIFIED FINANCIAL PLANNER professionals are members of an international community of elite financial planning practitioners who are committed to upholding the profession’s most rigorous global standards and putting clients’ interests first. Certified planners work on the principles of client’s first, Integrity, objectivity, fairness, Professionalism, Competence, Confidentiality and Diligence. Certified financial planners work on your overall financial picture and identify your investment profile and then provide you with best unbiased advice to help you achieve financial freedom through proper financial planning. Even if you do most of the work yourself, you may want to check with a planner to be sure your plan will work as you intended.