If you or your loved ones are felling unwell OR showing symptoms of unease, you schedule a visit to the doctor's office (and rightly so).
However, the same is not true with your finances. You either are unaware of the symptoms OR don't seek timely help to get it on the right track. An external perspective from a financial coach will help you identify and plug the leaks vis a vis the your big picture.
This could be due to the fact that you are uncomfortable to
open up and discuss personal finance details, fear of being judged or being
unaware of benefits of a financial checkup.
All of the above are valid reasons. Privacy is key and similar to a doctor, a finanicial coach is on your team to help you.
Like ensuring physical wellbeing through health checkup, income from work (aka money) needs to be given the right care and treatment to take care of you and your family needs.
Meet up with a coach who can conduct a financial wellness
check for the current and future as well as guide you chart a path that leads
to fulfilling your dreams and aspirations (for which you put in a lot of effort
throughout your working life)
A financial health check up (end to end portfolio review through LEADERS framework) will help you ensure you have the time and opportunity to take corrective actions / make strategic moves to lead a meaningful life now and in the future.
My comprehensive LEADERS (Living Expenses, Emergency Funds, Accidental Death, Effective Retirement, Sunset) framework helps create a tailored and comprehensive Financial Plan for you
Don’t forget, for the first 10
customers, I will help you ensure this is a cost neutral proposition (minimum
of 1X savings in year one) through comprehensive portfolio review.
Have you had a financial wellness checkup? Share your
thoughts and comments.
0 Comments