Client Relationship Establishment & Data Collection
This is an initial stage of client interaction to explain the entire process of financial planning
- Confirmation of services and signing of Letter of engagement
- Gathering of client data
Financial Planning is a process of identifying, evaluating and making provisions to meet your life financial goals through the proper management of your savings. It is about planning your family financial wellbeing. It’s a holistic methodology to study and understand your financial profile.
Saarthi Financial Planners has a simple threefold agenda to meet client requirements:
This is an initial stage of client interaction to explain the entire process of financial planning
This is an interim and crucial stage of planning, which focuses on analysis and clarifications.
Every plan needs to be accommodated for the financial and family goal changes. The focus over here is to undo anything that is not aligned with the intended goals fulfillment.