"Mirror Mirror on the Wall, Who is the 'Smartest' of Them All"?
Good question. But trust me, your mirror will never going to answer this question. Only an expert can answer this question. I acknowledge that you are doing your best. You are earning as much as you can by slogging round the clock, throughout the year. You are taking good care of your family by playing a triple role – a good child to your parents; good spouse to your better half and good parent to your child. You try to save also as much as you can. You take a daily dose of business updates and happenings around you. You also make investments. Kudos to you! You really deserve a huge round of applause for all your efforts and intentions.
But the question still remains: Are you the 'smartest' of them all?
The answer lies in a detailed assessment of your financial facts and figures. This is very essential and should always be the first step towards creating 'real wealth' or 'sustainable wealth' for you and your family. Such assessments are always very unique and personal and are bound to be different for each of us. Even if you and me earn same income, reside in the same city and have similar family composition, still our financial assessment results can be different, and rightly so.
Thereby requesting for an assessment is always a wiser thing to do. Qualified and experienced financial planners can provide you with such assessment. The financial assessment should consist at least the following:
- An analysis of your current situation, identification of the areas that need rectification and highlight 'popular' mistakes made within the service of your interest.
- Providing you with a reality picture of what to expect if you continue with your current style and strategy.
- Guidelines on what you must do going forward.
Here's the process:
Download Life Profiler. Complete it and send it to planningdesk@transcend-india.com. This allows us to collate, summarize and understand your profile.
OR,
Visit www.onlinefinancialplanning.in. Register & create your "ePlan Free for Life" account. Simply buy ePlan (it's FREE) and the service will get credited to your account. Download the manual. Follow the instructions mentioned therein. Once you generate the financial planning report you will get an automatic assessment of your current financial health depending on the simulation you have chosen. Let us know when you are done by sending email to planningdesk@transcend-india.com
Once you get the assessment, you will surely come to know whether you are really the 'smartest' of them all. But even before that just by requesting for an assessment you can prove the world that you are smarter than many others. Lets start!
Note: We know that you value your privacy and thus we make sure that your data and information remains secured. We do not disclose your personal information to anyone unless it is required by law, directed by you, or necessary to provide our services to you or on your behalf.