Premium financial planning advice for health professionals? Managing Money requires a Broad understanding of Personal finances, along with maintaining balance plus understanding of Risk and Return of the Financial decision. And things become difficult to manage for some when they are serving practice loans, Home Loans, car loans etc. Investing is only one part of it, but being in the right investments, which suits your Risk profile and Your Goals (rather than the sellers targets) is another. Plus continuing with the investments, doing the timely rebalancing, knowing when to start and when to stop, requires a behavioural management too.
You will get a Detailed Financial Plan with clear action points, which will act as a Road Map for you to do well in your Money Life. The Earlier you Start, better it is. But In Financial Planning its never too late. If you are a beginner or have already started investing or have been investing for quite many years, but are not sure which direction you are going and if you are on Right Track or not.
Once we have your Vitals at place, and the other reports like cash flow, net worth, Loan analysis, Savings requirements, we will write your Financial plan and come up with the best possible solution for the achievement of your financial goals. We may advise you discontinuing your insurance policies or increasing the Insurance cover, We may tweak your Investment Plan, may advise you on how to save more on taxes etc. But all our advise would depend on the Diagnostic reports and Your Requirements.
Think of this as a long term care rather than One time visit. Your Financial Life does not starts and ends with you. It has many other stakeholders in it and you are responsible for their wellness too. You don’t want them to be worried about the Family’s Financial Management in your absence. In fact even if you are there you don’t want yourself to remain immersed in the Complexities of the Finances by compromising the quality time which you can devote to your Profession, your Health and Your family. We offer Financial Planning Services in two versions. Personal finances needs to be in line with your Life and Personal Goals. Your Busy schedule and demanding profession may not be leaving enough time for you to look at them and work on its improvement. Lets Discuss your challenges and how can we help you manage them better. See extra details at Investment advisory for doctors.
Do you also earn Commissions from Selling Investments? How to ensure unbiased advice? No. We will always be on your side of table. We are not associated with any Product manufacturer, and thus do not earn any commission. We being SEBI Registered Investment adviser are allowed to earn only directly from clients. How Long will it take? You said Lifelong Relationship and I am not Comfortable with that. Its Ok. You may go with our Plan RICH Service, where the association gets over once the plan is complete. We will give you a detailed advise which you may execute on your own. However, if you want you may come back for review after a Year or as and when you want. Its a One time service.
You are late entrant in your Financial Life, and sometimes enter with a baggage of Education Loan. You Start making Real Money in Mid 30s, when the Major goals are staring at you like Childcare, Buying House, Old age etc. You may like to start your Practice which also demands a good amount of time, money and Planning. After basic studies, the next decision comes in front of them is to join a job or start own practice. In the initial years, most doctors prefer to work in some hospital, as starting own practice has its own demands in terms of money and time unless they have the running practice of their parents and some of the infrastructures are already in place. Find more details at https://drgoodmoney.com/.