Financial Planning Services

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.

There are two levels of services under this Umbrella:

1. Initial Financial Plan: This is the first level of engagement with all our clients where we create a detailed financial plan. The process starts with a complimentary meeting where we discuss the details and scope of the project. Once engagement is signed, we go through the fact finding process where we collect all the information required for preparing the financial plan. When the plan is prepared, it is discussed and an action plan is given to you. Support is provided through email for a specific period to help you understand any part of the guidance given in the plan so that you can put it into action.

The success of your financial plan revolves around its implementation and updating it as your circumstances changes. You can sign for our retainer services at this stage where we offer ongoing financial planning and investment management along with support for implementing your financial plan.

2.Ongoing Financial Planning & Investment Management: 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 should be done to accommodate all such changes.

So if you want not only the one-time financial plan delivered to you but ongoing guidance i.e. help with implementation, monitoring and ongoing education to ensure you stay on track, it is available through our Ongoing Financial Planning Services.

We will provide you with following planning services under Financial Planning Retainer Agreements:

  • Periodic meetings to assess the progress of the plan
  • Annual review of financial plan analyzing changes happened during the year and accommodating in the plan
  • Support through email to address additional queries or financial issues.
  • Ongoing Training & Education to enhance your awareness on matters related to managing personal finance

Our financial planning retainer services also include asset management services which includes:

  • Risk assessment and devising investment strategies which is in line with your financial objectives.
  • Periodic performance report and Review
  • Rebalancing of investment portfoliosas and when necessary
  • Yearly Review of Investment Strategy
  • Yearly review on matters related to taxation on your investments and other aspects

Continuous Planning: The larger benefit of our financial planning services is that it ensures throughout the year your financial situation receives needed attention which is required. Whether you are starting your career or in the middle of it or may be a retiree, our services are designed to meet your specific requirement. Above all, the ongoing financial training & education helps you in enhancing your awareness on various financial matters which leads you to take control of your financial decisions.

Schedule your Meeting: The larger benefit of our financial planning services is that it ensures throughout the year your financial situation receives needed attention which is required. Whether you are starting your career or in the middle of it or may be a retiree, our services are designed to meet your specific requirement. Above all, the ongoing financial training & education helps you in enhancing your awareness on various financial matters which leads you to take control of your financial decisions. Schedule a complimentary meeting today to know more about our services. Call us at +91 9971845454 or drop an email at info@jsfadvisors.com

Special Needs Financial Planning
Special Needs Financial Planning
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