Periodic Review of Financial Plan
IF REGULAR HEALTH CHECK UP HELPS MAINTAIN GOOD HEALTH; PERIODIC REVIEW OF FINANCIAL PLAN, HELPS CREATE WEALTH!
Everyone deserves a comprehensive financial planning process, at least till age 80, since , aspiration to live life to the fullest continues till end of life!
Financial planning process brings clarity and synergy:-
Inflow & outflow matrix
Balancing need & greed
Suitable asset class allocation and mix
Hassle free transfer of wealth
Peace of mind & happiness
Periodic Review helps to analyse and map changes in number of internal and external factors.
Periodic Review helps understand and assimilate important value additions made in process, technology platform.
Periodic Review action thereafter is a force multiplier.