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B.Supraja lakshmi 
bifaas 
B8-08 
Seven steps to financial freedom 
Monika halan 
Book review on,
Details of book 
ISBN : 1403926468 
ISBN-13 : 978140392646 
Bin : Paperback 
Publishing Date : 2005 
Publisher : 
MacmillanPublisherIndia 
Language: : English
About the author 
 Current : 
Editor Mint Money at HT Media, 
Director at FPSB India. 
 Past : 
Yale World Fellow, 2011 at Yale University, 
Advisor at PFRDA, 
Editor at Outlook Money. 
 Education : 
Indian Psychology Institute 
Cardiff University / Prifysgol Caerdydd
Contents: 
Seven rules of book 
1) Find the bearings. 
2) Protect the present. 
3) Identify the assets. 
4) Choose the route. 
5) Put it all together. 
6) Begin the journey. 
7) Review the progress.
Find The Bearings : 
1) Your current financial status. 
2) How to calculate your net worth. 
3) Public provident fund
Protect The Present : 
1) Insuring your assets and income. 
2) How much insurance should you buy. 
3) Insurance tips
Identify The Dreams : 
1) Setting your goals. 
2) The principals goal setting. 
* Quantify goals. 
* Time frame goals. 
* Prioritize goals
Choose The Route : 
1) Risk profiling and asset allocation. 
a. Reach-me safe-and-slow route. 
b. Get-me-there-quick-route 
c. Make-good-time-route 
2) The kinds of risk.
Put In All Together : 
 Making your own plan. 
* Insurance. 
* Goal setting. 
* Retirement planning.
Begin The Journey : 
 Implementing your plan. 
 The stages of plan implementation. 
* Sell unsuitable investments. 
* Buy the right products.
Review The Progress : 
 Monitoring your plan. 
 External changes. 
 Internal changes
CONCLUSION 
• In the book seven steps to financial freedom 
conclusion is planning the money in financial 
freedom for how to earn, how spend, how to 
invest
seven steps of financial secrets

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seven steps of financial secrets

  • 1. B.Supraja lakshmi bifaas B8-08 Seven steps to financial freedom Monika halan Book review on,
  • 2. Details of book ISBN : 1403926468 ISBN-13 : 978140392646 Bin : Paperback Publishing Date : 2005 Publisher : MacmillanPublisherIndia Language: : English
  • 3. About the author  Current : Editor Mint Money at HT Media, Director at FPSB India.  Past : Yale World Fellow, 2011 at Yale University, Advisor at PFRDA, Editor at Outlook Money.  Education : Indian Psychology Institute Cardiff University / Prifysgol Caerdydd
  • 4. Contents: Seven rules of book 1) Find the bearings. 2) Protect the present. 3) Identify the assets. 4) Choose the route. 5) Put it all together. 6) Begin the journey. 7) Review the progress.
  • 5. Find The Bearings : 1) Your current financial status. 2) How to calculate your net worth. 3) Public provident fund
  • 6. Protect The Present : 1) Insuring your assets and income. 2) How much insurance should you buy. 3) Insurance tips
  • 7. Identify The Dreams : 1) Setting your goals. 2) The principals goal setting. * Quantify goals. * Time frame goals. * Prioritize goals
  • 8. Choose The Route : 1) Risk profiling and asset allocation. a. Reach-me safe-and-slow route. b. Get-me-there-quick-route c. Make-good-time-route 2) The kinds of risk.
  • 9. Put In All Together :  Making your own plan. * Insurance. * Goal setting. * Retirement planning.
  • 10. Begin The Journey :  Implementing your plan.  The stages of plan implementation. * Sell unsuitable investments. * Buy the right products.
  • 11. Review The Progress :  Monitoring your plan.  External changes.  Internal changes
  • 12. CONCLUSION • In the book seven steps to financial freedom conclusion is planning the money in financial freedom for how to earn, how spend, how to invest