Thursday, June 10, 2021

Be prepared and enjoy the freedom of being unplanned at times

Unplanned break is good, says a 'financial planner'- VIRESH PATEL CFP CM

Life is and will never go as thought or planned. At times it is good to do certain things unplanned.Keep and be ready for such flexibility.

Surprise yourself and family members,enjoy that freedom.

#financialfreedom #financialplanning #bestfinancialplanner #couplegoals #travelgoals

Friday, May 28, 2021

Where are you in your journey today?

Travelling right ?

#financialfreedom #financialplanning #investingforbeginners #personalfinance

Photo Credit - treksandtrails

Wednesday, May 19, 2021

Is your family safe and secure after all Insurances and Investments done?

All of us intend to have mainly both of these from every rupee earned ,saved and invested- security and growth.

Whatever you have done from money and money decisions (even non-money decisions have impact on these aspects), till date, How secure is your family ? If not, what are you doing to ensure you feel secure and safe?

Financial planning with #financialnorth takes a 360 degree view and suggests customised strategies to ensure right balance of #security  and #growth.

#financialplanning #financialfreedom #kiss keep it simple

Tuesday, May 18, 2021

Separating Couples need to ensure this - my view in today's moneycontrol article

My view published in today's moneycontrol article on separating couples experience tough times, (Link at the bottom of post)
A_ to get the decree
B_ post decree

especially when it is contested.

A- Time to get decree is stretched and totally undefined
B- Post getting it , 70%+, it haunts back, and 30%+ the demands continue from spouses.

Plus, on ground understanding between couples during good times and the bank statement and ITR data, practically are different in most cases, be it salaried couple of business family.

SO it is extremly important to consult and appoint a legale advisor as well as a financial planner at the same time,which ideally results in faster decree and smoother life post decree

#FNquote #financialfreedom #financialplanning #couplegoals #article

Separating couples need to ensure this while divorce

Friday, May 14, 2021

Investing with clear direction is must

In my school days we used to go to Borivali National Park walk on unexplored ways, but what I lately learned that the senior most always used to start with saying, OK, this path seems to be heading towards _________ and we are looking to reach _________.

I thought then, that it was directionless, but then realised later, that the direction was predefined before we started, we may have wavered at times the path, but because we knew the destination, the direction was very clear.

Similarly, When we stand for a race, we know what is the winning line and so we know our track to run on, to reach and cross the winning line.(by doing our best)

Where is your money directed towards?
Are your investments well directed,in the required right direction?

#FNquote #financialfreedom #investingforbeginners #financialplanning

Wednesday, May 12, 2021

Which one would you choose ?

Which one would you go for - ' A ' or ' B '

This is fun.

#FNquote #financialfreedom #financialplanning #investingtips

Tuesday, May 11, 2021

Can you see the light in darkness?

When going is tough
Tough get going
Tougher, moves swiftly.

#FNquote #financialfreedom #investingforbeginners #financialplanning

Photo Credit : Halle berry

Sunday, May 09, 2021

Who is Mother for a baby?

Mother is the first Neutral advisor for life.

#FNquote #happymothersday2021 #financialfreedom #financialplanning