Financial Planning Process

Establish client- adviser relationship by signing a contract explaining the scope of service and the fees to be paid by the client.

Gathering information about client’s present financial situation risk profile, goals and aspiration.

Analyze and evaluate financial status. Depending on the service required, this could include analyzing assets, liabilities, insurance, retirement planning, education planning, estate planning etc.

Develop and present financial planning. Based on all the inputs received during our discussion, recommendation is made. This can be further revised and modified to the satisfaction of client.

The implementation of the financial planning recommendations is the sole responsibility of client.

Monitor and review the financial planning recommendations. This is important as the personal situation and other economic factors may change as you progress in your financial journey.