1.  What is Financial life Planning?

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Financial life planning is a process moving ourselves from "Things we are doing now` to` Things which we really love to do`

We as a family spend on doing 80% of our time on doing the things which we don`t like and 20% of the things what we really love..........and our life moves on in that similar pattern.

Few years down the line, when we look back we realize that we have spent major years of our life doing same things on and of.

Financial life planning is a wonderful process that provides us the flexibility to do what we like and spend life as per our wish.

Money has both positive as well as negative emotions.

Basically  we require money for food, clothing, shelter & health.
And all other expenses over & above, come under desire.

When we compare ourselves with outside world like relatives, friends & neighbours, We become greedy about money due to comparison, which leads to jealousy, insecurity and fear of not having enough money. All that in a subtle way creates Ego and arrogance inside us.

Financial life planning helps us to move towards negative emotions to positive emotions of money. Financial planning gives us Confidence, Security, Freedom, Happiness, Peace.

Now let's see the process:-

In first meeting planner helps you to explore your underline values, hopes and dreams.

That may be related to Work, Family, Relationship ,Health, Creativity, Social Contribution & Spiritual .

In the second meeting the planner prepares different solutions for clients from data given. The planner knows very well that client is a master of his/her life & he/she understands their life far more better than anyone.

So with Joint efforts with the clients, the planner discusses different options to achieve their responsibilities & Dreams.

And further discusses about the obstacles coming in between. Then they jointly decide for one solution.

In third meeting the planner uses his/her financial knowledge of different vehicles, write down the Financial life plan step by step  to help clients to reach their desire destinations with  joy and calmness.

Through financial life planning process the planner monitors clients growth by ` How healthy they become than previous year? , How much more time they can spend with their family? And how they are moving towards their financial freedom?

The Benefits of Financial life Planning-

·       Discover the sense of purpose within yourself that is essential to accomplish your goals.

·       Determine what freedom means for you.

·       Find the practical resources, including the capacity to save and need to accomplish your financial goals.

·       Find ease within every penny that comes to you.

·       Live from a spirit of everyday generosity and kindness.

·       Invest with simplicity ,profitability, and peace of mind in order  to build for freedom.

Goals For Your Life
	3 months	1 Year	5 Year	10 Year	Lifetime
Work
Family
Relationship
Finance
Community
Creativity
Health

“No one has ever become rich simply by saving, money grows by proper planning...warren Buffet