An Introduction to financial planning

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A basic introduction on what is financial planning and why it is important for investor to do it.

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An Introduction to financial planning

  1. 1. Introduction to Financial Planning Zoom your PDF reader to 100% for best viewing. November 2012Radhey Sharma is a Certified Financial Planner andfounder of TheWealthWisher Financial Planners.You can visit TheWealthWisher.com for more articleswritten by him.You can also follow him on Twitter @thewealthwisher
  2. 2. TABLE OF CONTENTS:What is financial planning………………….….…3Setting financial goals…………………………….8Ingredients of financialplanning…………………………………….…......11
  3. 3. CHAPTER 1: What is Financial Planning ? Financial planning is defined as the process of meetings one’s financial aspirations in life by expert management of finances.// Page 3
  4. 4. CHAPTER 3: Ingredients of financial planningWhile you do financial planning and adopt the goal basedinvesting approach, there are some ingredients you need to beaware of to help you make things easier.Follow these tips and you will never go wrong with youraspirations in life.// Page 11
  5. 5. Interested inFINANCIALPLANNING ?If you’re serious in achieving yourlong cherished dreams inlife, request an appointment withTheWealthWisher to understandhow we can make a difference.Call 91 - 97303 50282 ordrop an email toask@thewealthwisher.com

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