This document provides an overview of financial planning. It discusses different types of manufacturers and distributors in the financial industry and how Financial Goal Planner represents clients. The presentation outlines Financial Goal Planner's philosophy and financial planning process, which includes gathering data, setting goals, cash flow analysis, insurance planning, investment portfolio creation and review. Benefits of financial planning are presented such as being educated on finances, achieving goals, adequate insurance, structured investments, and developing a healthy money attitude.

1. WELCOME TOWELCOME TO
ANAN
EXCLUSIVE PRESENTATION ONEXCLUSIVE PRESENTATION ON
Financial Planning Awareness Program
Presented by
FINANCIAL GOAL PLANNER
© Copyright 2010

3. MANUFACTURER
S
•Life Insurance
•General
Insurance
•Equity Broking
•Mutual Funds
•Loans
• FDs/Bonds
•Commodities
DISTRIBUTORS Members
• Banks
• Distribution
Houses
•Motilal Oswal
•Reliance Money
• IFAs/Agents
•Lic Agents
Currently, the loyalty of the
distributor lies with the
manufacturer as they are
compensated by them.
Ffreedom reverses the
current flow by representing
the client to the
manufacturers as we get
compensated by the
Members

4. Patient
Doctor
Medicine
Client/
Member
??????
Products
Anybody who is providing Financial Advice for free
is actually not providing Financial Advice
Anybody who is providing Financial Advice for free
is actually not providing Financial Advice
Fees
Comm.
Fees
Comm.

5. Our Philosophy

7. DATA
GATHERING
SETTING UP
OF
FINANCIAL
GOALS
CASH FLOW
ANALYSIS & RISK
PROFILE TEST
DERIVING THE
EXPECTED
RETURN
REALIGNMENT
OF FINANCIAL
GOALSCASH FLOW
PROTECTION
(INSURANCE
PLANNING)
INSURANCE
IMPLEMENTATIO
N
REVISED CASH
FLOW
ANALYSIS
CREATION OF
INVESTMENT
PORTFOLIO
IMPLEMENTAT
ION OF
INVESTMENT
PORTFOLIO
REVIEW
Financial Health
Check up

8. Will, Power of Attorney, Family
Trust
Early/Late Retirement
Contingency
Planning
Life, Health, Asset
Education, Marriage,
House, Car, Wealth
The Financial Planning Pyramid
8

10. Exclusive Benefits:
By Doing Financial Planning You Can :
Be Aware & Educate Yourself about Your Financial Matters
Increase the Probability of Achieving Your Goals
Ensure Adequate Control on Cash Flows
Plan the ‘Adequate’ Amount of Insurance without Wasting Excess Money
Create a Structured Investment Portfolio with ‘Appropriate’ Risk
Protect Yourself from Making Irrational Financial Decisions
Be a Role Model to the Next Generation and Guide them the Right Way
Have a Single point of Coordination for Personal Financial Services &
Succession
Planning
Ensure Continuity of Financial Advice through expert Financial Planner.
And most importantly………
“ Develop a Healthy Attitude towards Money & Have Peace of Mind !”

12. Thank youThank you
FINANCIAL GOAL PLANNER
© Copyright 2010