A financial plan gives you a roadmap for your future. But financial situations are not static. There are change in circumstances due to change in family needs, health issues, financial issues and many other. In such instance you have to bring a change in your planning strategies. This cannot be achieved unless your financial plan is dynamic. This makes financial planning an ongoing process where regular reviews are done to accommodate all such changes.
We offer ongoing financial planning through our retainer services which can be opted once financial plan is delivered to you. The services have following elements:
The retainer services also includes investment management which covers following aspects-
The benefit of retainer services is that you are able to do periodic reviews on your financial plan and investments which is necessary. Additionally, if you have any queries on any financial issues/concern you are provided full support to address them.
Schedule a complimentary meeting today to know more about our services. Call us at +91 9971845454 or drop an email at firstname.lastname@example.org