Step-by-Step Financial Planning Process

Step-by-Step Financial planning process

Incredible You

We want to hear your story. What is your background ? What are your dreams and your goals ?
What are your concerns ?
What do you value most ?
This dialogue will help us in understanding you as well as laying a foundation for our relationship.

Get Organized

You may have savings accounts, investment accounts, loan accounts, insurance plans, credit cards etc. We will assist you in getting your Financial stuff organized and also help you take control of your Cash flow.

Explore Possibilities

Once we have an understanding of your current financial situation, we will help you explore future possibilities and alternative scenarios with respect to your goals and any tradeoffs that may be involved.

Finalize Action Plan

We will go through the recommendations and show you how each one further improves the path towards achieving the stated goals. It will provide you an opportunity to understand how each recommendation would work and to decide which ones to proceed with and in what order.

Stand alone Services

Choose any one
10,000
  • Education planning
  • Review current investments
  • Insurance planning
  • Investment planning - Single goal
  • Reduce & restructure Debt
  • Phone/Virtual meetings
  • 120 days support

Financial Plan

Resident Indian Individual
15,000 120 days
  • Getting Financial stuff organized
  • Education planning
  • Investment planning
  • Vacation planning
  • Retirement planning
  • Optimise Cash-flow
  • Phone/Virtual meetings
  • 120 days support
Best Value

Complete Financial Plan

Resident Indian Individual
21,000 1st year
  • Getting Financial stuff organized
  • Education Planning
  • Investment planning
  • Vacation Planning
  • Optimise Cash-Flow
  • Retirement planning
  • Optimise Salary Tax planning
  • Phone/Virtual meetings
  • 365 days support

Complete Financial Plan

Non-Resident Indian Individual
26,000 1st year
  • Getting Financial stuff organized
  • Education Planning
  • Investment planning - As per FEMA rules
  • Retirement planning
  • Tax planning (Indian Investments only)
  • Vacation Planning
  • Phone/Virtual meetings
  • 365 days support