Schedule Financial Plan Review - Clients with Dhanayoga
Financial Plan Project Review
- Financial Profile (Where are you now?)
- Goal Definition (Where you wish to go?)
- Goal Plan (incl. Cash flow) (How you can get there?)
- Insurance Plan (How do we handle contingency risks?)
- Investment Plan (Where and how much should you invest?)
- Tax Plan (How can we optimize on taxes?)
- Plan Execution (How do we go about implementing it?)
May 2023
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June 2023
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Online
1 hour