Showing posts with the label client advisor relationship

How the Financial Planning Delivery Proceeding ?

How the Financial Planning Delivery Proceeding ? Whether you are going to the doctor or taking self remedy, but the Financial Planning is so more important today. Rich Dad Poor Dad - Robert Kiyosaki tells, ' It's not how much money you make, but how much money you keep, how hard it works for you, and finally how many generations you keep for it '. So, Earning high is not a thing to build your wealth, but the proper planning on your money - The Financial Planning. The Financial Planning Delivery proceeds itself by two ways. The First way is the hard one, that you can do as a self process. By attaining knowledge on Financial Planning, so that you can make this process step by step - Remember, it's not a easy task, you have to be work hard on retrieving data (Inflation rate, Retirement Corpus, Rate of Returns, CAGR / XIRR). Second way is the easiest one, you can choose a Financial Advisor or Investment Advisor, he would help on your account. The Financial advisor who is