Financial Plans by Gaurav Mashruwala

This is an exclusive offering by Gaurav Mashruwala for the members of MyCareMart.

Things To Keep In Mind When Approaching Financial Planning -

• Set measurable financial goals.
• Understand the effect of each financial decision.
• Re-evaluate your financial situation periodically.
• Be realistic in your expectations.
• Realize that you are in charge.
• Start planning as soon as you can.

How To Make Financial Planning Work For You -

• Set measurable financial goals.
• Understand the effect of each financial decision.
• Re-evaluate your financial situation periodically.
• Be realistic in your expectations.
• Realize that you are in charge.
• Start planning as soon as you can.

The service will consist of following -

1. Initial telemeeting:

This will be around 30 minutes session where the importance and various aspect of the financial plan will be explained. Also, inputs will be taken on goals and objectives. The details of the current financial status will also be sought.

2. Preparation of the draft Financial Plan:

Based on goals/objectives and current financial status, a plan will be prepared as a route map of the financial journey to achieve the objectives.

3. Final Tele-meeting:

In this meeting thought process behind the plan will be explained and feedback will be sought for any changes keeping in view the practicality.

4. Delivery of final Financial Plan:

Based on the discussion, the final financial plan will be prepared and will be shared as a PDF document.