What is financial planning?

Financial planning is the process of wisely managing your financial resources which enables you to achieve your dreams and goals by negotiating the financial barriers in your life. It outlines a financial roadmap for you with information on your savings, spending and investments.

It is for you and your life

A financial plan needs to be specially designed to match your requirements. In many cases the absence of serious efforts to achieve your goals becomes the root cause of not realising ones dreams. The course of financial planning compels you to probe your desires and define your goals and objectives. A pertinent financial plan goes beyond just managing your finances by providing you with a blueprint for your future.

The five-step route:

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