Financial Planning - Helping You Sail Successfully into the FutureFrank Wiginton
This is a short e-book I wrote to help dispel some of the myths about financial planning and educate the public on what financial planning really is and what it can do and provide.
Financial Planning - Helping You Sail Successfully into the FutureFrank Wiginton
This is a short e-book I wrote to help dispel some of the myths about financial planning and educate the public on what financial planning really is and what it can do and provide.
How to Do Financial Planning for Startups? | Finances For Startup Business | ...azlaan
Startup Financial Planning is one of the key planning in startup journey. Though funding itself is not the most important factor in startup success however, planning for finances is the most important factor.
There are two parts of the startup finances;
1. Startup Expenses
2. Startup Revenue
The lecture discusses both parts in detail.
Video lecture can be accessed at:
https://youtu.be/BYA2IxJAnLw
If you are between 25- 45 yrs. of Age,Working & Serious about achieving success in your Financial Future, here are some guidelines.......... which can help you.
Planning for your financial goals must start from an age as early as possible. You need to be specific about all long-term financial goals. One of them outlines a proper and stable planning for your after retirement life since the income or wage that you earn on monthly or daily basis is not enough to sustain after you retire.
How to Do Financial Planning for Startups? | Finances For Startup Business | ...azlaan
Startup Financial Planning is one of the key planning in startup journey. Though funding itself is not the most important factor in startup success however, planning for finances is the most important factor.
There are two parts of the startup finances;
1. Startup Expenses
2. Startup Revenue
The lecture discusses both parts in detail.
Video lecture can be accessed at:
https://youtu.be/BYA2IxJAnLw
If you are between 25- 45 yrs. of Age,Working & Serious about achieving success in your Financial Future, here are some guidelines.......... which can help you.
Planning for your financial goals must start from an age as early as possible. You need to be specific about all long-term financial goals. One of them outlines a proper and stable planning for your after retirement life since the income or wage that you earn on monthly or daily basis is not enough to sustain after you retire.
A self guide towards financial planning. We ourselves can manage our finances, so here comes phase-1 describing about few topics. Stay tuned for the remaining topics in phase-2.
An introduction to financial planning and budgeting from Mango, the leading non-profit that helps NGOs do more with their money. This is the second in a series of slideshows that introduce the essentials of financial management for NGOs.
Dissertation-" Financial Plannning of individuals"Shubham Tandan
1. Introduction to Financial Planning
2.Six step process of Financial Planning
3. Constitute of Financial Planning
4. Objectives for the Study
5. Introduction to Financial Industry
6. Investment Avenues
7. RESEARCH METHODOLOGY
8. Case Study base Questions
9. CONCLUSION
10. SUGGESTIONS
Telecom Operators’ Investment Strategies in the 4th Revenue Growth CurveAli Saghaeian
Please email me "saghaeian [at] gmail.com" for any research, consulting and training request on Telecom Operators’ Investment Strategies.
This presentation includes topics such as:
Investing in the 4th Curve
The Telco Challenge: Data Pipe or Smart Pipe
STRATEGY #1: Connectivity Provider
Key digital services in Mobile
STRATEGY #2: Digital Service Provider
Telco Digital Services Opportunities
STRATEGY #3: Digital Service Enabler
Digital Service Model
4-Phase Evolution to Digital Lifestyle Services
Operators’ Investment in the 4th Curve
Future Telecoms Service Business Models
Planning is bringing the future into the present, so that you can do something about it now. Wise money management can take a lot of worry out of your life.
Know some amazing and important Financial planning tips.
Its about the financial and profit planning.A firm should be managed effectively and efficiently. This implies that the firm should be able to achieve its objectives by minimising the use of resources. Thus managing implies coordination and control of the efforts of the firm for achieving the organisational objectives.
Understand the basics of Financial Planning, need for financial planning and common mistakes made in financial planning.To know more or speak with a financial planner visit: www.karvyonline.com or call us on 18004198283.
Smart tips to prepare for an active retirement in 2024Connect55+
Explore smart tips for an active retirement in 2024 with Connect55. Discover expert advice on financial planning, health and wellness, and lifestyle choices to ensure a fulfilling and vibrant retirement. Prepare for the next chapter of your life with confidence and joy.
• This blog will delve into key strategies and practical tips to help you take control of your finances, make informed decisions, and pave the way for a secure financial future.
Financial planners help an individual, families or corporate meet both short and long term financial goals. They are certified professionals who work with clients to understand their current financial situations.Laurent Carrier, a reputable financial planner explains the roles of financial planners.
K.Gandhi Present
Financial Literacy through Financial Planning and knowledge Coaching through Seminars And Article
Financial Literacy in India is very low
People invested there Harden money through mediators like Agents, Brokers , Banker’s Cross sell or Advt. world like T.V.,News paper, tips or own understanding through on line search, past track records etc.. etc.. Due to lack of time.
But when it realizes on later half then its too much late. To avoid this kind of situations with there harden money or trial and error method needs financial planning and update with financial literacy.
2. What is Financial Planning?
• Financial Planning is the process of meeting your life goals through the proper
management of your finances.
• Life goals can include buying a house, saving for your child's bright future or
planning for retirement or Distribution of your Assets to your loved ones.
• The Financial Planning Process consists of important steps that help you take a 'big
picture' look at where you are currently.
• Using these steps, you can work out where you are now, what you may need in the
future and what you must do to reach your goals.
• The process involves gathering relevant financial information, setting life goals,
examining your current financial status and coming up with a strategy or plan for
how you can meet your goals given your current situation and future plans.
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3. The Benefits of Financial Planning
• Financial Planning provides direction and meaning to your financial decisions.
• It allows you to understand how each financial decision you make affects other
areas of your finances. For example, buying a particular investment product might
help you pay off your mortgage faster or it might delay your retirement
significantly.
• By viewing each financial decision as part of the whole, you can consider its short
and long-term effects on your life goals.
• You can also adapt more easily to life changes and feel more secure that your goals
are on track.
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4. Who is a Financial Planner?
• A Financial Planner is someone who uses the Financial Planning process to help
you figure out how to meet your life goals.
• The Financial Planner can take a 'big picture' view of your financial situation and
make Financial Planning recommendations that are suitable for you.
• The Financial Planner can look at all your needs including budgeting and saving,
taxes, investments, insurance and retirement planning. Or, He / She may work with
you on a single financial issue but within the context of your overall situation.
• This big picture approach to your financial goals sets the Financial Planner apart
from other Financial Advisors, who may have been trained to focus on a particular
area of your financial life.
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5. Self Financial Planning
• You may be aware of your financial situation better, but may not be an expert to
come out of crisis.
• you may seek help from a professional Financial Planner if: you need expertise you
don't possess in certain areas of your finances. For example, a Planner can help
you evaluate the level of risk in your investment portfolio or adjust your retirement
plan due to changing family circumstances.
• Some personal finance websites, magazines or self-help books can help you do
your own Financial Planning. But are not Customized for your needs.
• you may want to get a professional opinion about the Financial Plan you
developed yourself.
• you have an immediate need or unexpected life event such as a birth, inheritance
or major illness.
• you feel that a professional Advisor could help you improve on how you are
currently managing your finances.
• you know that you need to improve your current financial situation but don't know
where to start.
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6. Mistakes in Financial Planning
The following are some of the common mistake in Financial
Planning methods
• Don't set measurable goals.
• Make a financial decision without understanding its affect on other financial
issues.
• Neglect to re-evaluate their Financial Plan periodically.
• Wait until a money crisis to begin Financial Planning.
• Expect unrealistic returns on investments.
• Do not Seek Expert Advice
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7. Myths & realities
The following are some of the common myths & realities in Financial Planning
• Confuse Financial Planning with investing.
• Feel Financial Planning is only for the wealthy.
• Assume Financial Planning is for when they get older.
• Believe Financial Planning is the same as retirement planning.
• Think Using a Financial Planner means losing control.
• Understand Financial Planning is primarily tax planning.
• Mistake a Financial planner to be a Investment or Tax consultant or insurance
Advisor or Mutual fund Distributor
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8. How Financial Planning works?
You are the focus of the Financial Planning process. As such, the results you get
from working with a Financial Planner are as much your responsibility as they are
those of the Planner.
To achieve the best results from your Financial Planning engagement, you will
need to be prepared to avoid some of the common mistakes shown above by
considering the following advice:
– Set measurable goals
– Understand the effect of each financial decision
– Re-evaluate your financial situation periodically
– Start planning as soon as you can
– Be realistic in your expectations
– Realize that you are in charge
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10. If you have found the information Useful, Please share this with your
Friends, Colleagues, Relatives & Anyone You care. Help us to Help You
Please mail your Contact Address for a free Financial Planner workbook
Want to benefit from Comprehensive Financial Planning?
Contact for Free Counseling Session
K.Vivek – Manager – Direct Broking
ARKA Insurance Broking Pvt Ltd, Bangalore
vivek@Arkainsure.com
76250 62747
www.arkainsure.com
……Do you believe Your investment decisions complete without proper financial planning?
11. About Us
Arka Insurance Broking Set up & managed by seasoned professionals from
BFSI industry, is involved in providing specialized services to corporate &
individuals in the field of Risk Advisory & Insurance services.
Our Mission is “Right Choice for Clients ”
The below are the Solutions offered by ARKA
► Financial Planning & Solutions ► Insurance Planning& Solutions
► Child’s future Planning & Solutions ► Investments Planning & Solutions
► Retirement Solutions ► Tax planning & Solutions
► Personal Accident Insurance ► Motor Insurance
►Health insurance ► Liability Insurance
► Overseas Travel Insurance ► Student Insurance
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