Our Specialization

financial planning

Goal Base Financial Planning

Let’s us first know – what is financial planning

Financial Planning is a process to achieve your life goals using deferent investment option with your current resources through proper and disciplined money managements. So financial planning is not only about money but it’s all about life. about fulfilling your wishes, dream, aspirations, and your enjoyment in achieving them.

There are 3 major components in the financial planning process:

Current Resources (CR)

Investments Options (IO)

Financial Goal (FG)

Goal base Financial planning: CR+IO= FG

About Financial Goals (FG):

Financial Goals always “SMART”:

To make sure your goals are clear and reachable, each one should be:

  • Specific (simple, sensible, significant).

  • Measurable (meaningful, motivating).

  • Achievable (agreed, attainable).

  • Relevant (reasonable, realistic and resourced, results-based).

  • Time bound (time-based, time limited, time/cost limited, timely, time-sensitive).

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