What is personal financial planning?
Personal financial planning will help you building a better control on your life which is a key to overall happiness. No matter how much you earn, a personal financial plan is helpful as it tracks your earnings, expenses, savings and grow your wealth while mitigating various risks in life.
Financial Planners
- A financial planner typically prepares financial plans for his or her clients. The kinds of services financial planners offer can vary widely. Some financial planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or financial plan for meeting all your financial goals. Other professionals call themselves financial planners, but they may only be able to recommend that you invest in a narrow range of products and sometimes products that aren’t securities.
- When hiring a financial planner, you should know what services you need, what services the planner can deliver, and any limitations on what he or she can recommend. In addition, you should understand what services you’re paying for, how much those services cost, and how the planner gets paid. Financial planners charge for their services in different ways: some charge either a fixed fee or an hourly fee for the time it takes to develop a financial plan, but don’t sell investment products; some are paid by commissions on the products they sell; and, others use a combination of fees and commissions.
Financial Planning for Retirement
- Financial planning for retirement refers to the process of creating a comprehensive financial plan to ensure that you have enough income to cover your expenses during retirement.
- This plan usually involves saving and investing money during your working years to build a retirement nest egg.
- Retirement planning is crucial because it helps you prepare for the expenses that you will incur during your golden years.
Have questions about Retirement Planning?
Choosing a Financial Consulting Service Provider in India
Selecting the right financial advisor service provider in India is crucial for achieving your financial goals. Look for a certified financial planner with a proven track record and extensive experience in the financial industry. Ensure they offer personalized services tailored to your specific needs and objectives. Transparency, ethical practices, and a client-centric approach are essential qualities. Additionally, consider their expertise in areas such as investment, retirement, estate, and tax planning. Fincart exemplifies these qualities, offering comprehensive, expert financial planning services designed to secure your financial future. Trust Fincart to guide you towards financial success.
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I appreciate the knowledge Mrs Dandwate has about financial planning. She explained me the various modes of savings which will be helpful for me after my retirement and for my children need when they grow up. I invested according to her advice and had already benefited from it. My best wishes to her in her efforts of knowledge sharing.
Rekha ji as personality I have observed is very committed towards her work, performs perfectly as assured to customers and collogues. Smart enough to convince everyone with true knowledge and honest attitude. A through hard working enthusiastic personality I have rearly seen. Proud of her to be my close family friend. All the best for her upcoming events
I truly appreciate the work ethics and exceptional customer services of Ms Rekha Dandwate. Ms Rekha Dandwate is right person to know your Insurance Policy. She very well explain n guide us to take appropriate policy.
