Financial Planning

Eastern Financiers Limited
Eastern Financiers LimitedEastern Financiers Limited
10 reasons to start your
Financial Planning.
Income
It's possible to manage
income more effectively
through planning.
Managing income helps
you understand how much
money you'll need for tax
payments, other monthly
expenditures and savings.
Cash Flow
Increase cash flows by
carefully monitoring your
spending patterns and
expenses. Tax planning,
prudent spending and
careful budgeting will
help you keep more of
your hard earned cash.
Capital
An increase in cash flow,
can lead to an increase in
capital. Allowing you to
consider investments to
improve your overall
financial well-being.
Family Security
Providing for your
family's financial
security is an important
part of the financial
planning process. Having
the proper insurance
coverage and policies in
place can provide peace
of mind for you and your
loved ones.
Investment
A proper financial plan
considers your personal
circumstances, objectives and
risk tolerance. It acts as a
guide in helping choose the
right types of investments to
fit your needs, personality,
and goals.
Standard of Living
The savings created
from good planning
can prove beneficial in
difficult times. For
example, you can make
sure there is enough
insurance coverage to
replace any lost
income should a family
bread winner become
unable to work.
Financial Understanding
Better financial
understanding can be
achieved when
measurable financial
goals are set, the effects
of decisions understood,
and results reviewed.
Giving you a whole new
approach to your budget
and improving control
over your financial
lifestyle.
Assets
A nice 'cushion' in the form
of assets is desirable. But
many assets come with
liabilities attached. So, it
becomes important to
determine the real value of
an asset. The knowledge of
settling or cancelling the
liabilities, comes with the
understanding of your
finances. The overall
process helps build assets
that don't become a
burden in the future.
Savings
Sudden financial changes
can still throw you off
track. It is good to have
some investments with
high liquidity. These
investments can be
utilized in times of
emergency or for
educational purposes.
Ongoing Advice
Establishing a relationship
with a financial advisor
you can trust is critical to
achieving your goals. Your
financial advisor will meet
with you to assess your
current financial
circumstances and
develop a comprehensive
plan customized for you.
Get in touch with us to know
more.
Contact Us Now
Call : +91 8017 00 99 98
Whatsapp : +91 8017 00 99 98
E-mail : support@easternfin.com
1 de 12

Recomendados

Kelly rugglesKelly ruggles
Kelly rugglesKelly Ruggles
254 visualizações10 slides
PFFC_2016PFFC_2016
PFFC_2016J. Cawley
25 visualizações2 slides
PERSONAL FINANCIAL PLANNINGPERSONAL FINANCIAL PLANNING
PERSONAL FINANCIAL PLANNINGMahesh Hansdah
215 visualizações9 slides

Mais conteúdo relacionado

Destaque

Molly Ryan interview EDITSMolly Ryan interview EDITS
Molly Ryan interview EDITSMalcolm Lenore
129 visualizações3 slides
My SQL EventsMy SQL Events
My SQL Eventsvijayakumargvk
224 visualizações17 slides
Reflective writing photosReflective writing photos
Reflective writing photosaashana19
159 visualizações20 slides
Tae_Kwon_Do_manual (1)-1Tae_Kwon_Do_manual (1)-1
Tae_Kwon_Do_manual (1)-1Malcolm Lenore
1K visualizações21 slides

Destaque(20)

Molly Ryan interview EDITSMolly Ryan interview EDITS
Molly Ryan interview EDITS
Malcolm Lenore129 visualizações
My SQL EventsMy SQL Events
My SQL Events
vijayakumargvk224 visualizações
Reflective writing photosReflective writing photos
Reflective writing photos
aashana19159 visualizações
Concept note and draft agenda 19th fara_bod_meeting_englishConcept note and draft agenda 19th fara_bod_meeting_english
Concept note and draft agenda 19th fara_bod_meeting_english
Valerie S. TABIOU - AKPLOGAN300 visualizações
Max payne magazine front cover analysisMax payne magazine front cover analysis
Max payne magazine front cover analysis
keshialavallsmith100 visualizações
Tae_Kwon_Do_manual (1)-1Tae_Kwon_Do_manual (1)-1
Tae_Kwon_Do_manual (1)-1
Malcolm Lenore1K visualizações
Mapa derecho constitucionalMapa derecho constitucional
Mapa derecho constitucional
maferroberto349 visualizações
Advisor Talk Winter 2016Advisor Talk Winter 2016
Advisor Talk Winter 2016
Christina Hein147 visualizações
Will robots replace teachers?Will robots replace teachers?
Will robots replace teachers?
Assistive Technologies539 visualizações
Villinger ICE 2016Villinger ICE 2016
Villinger ICE 2016
Jandouwe Villinger239 visualizações
Julia Pox InterviewJulia Pox Interview
Julia Pox Interview
Malcolm Lenore104 visualizações
Home equity loanHome equity loan
Home equity loan
Hdfc Homeloans585 visualizações
A short proof of konigs matching theoremA short proof of konigs matching theorem
A short proof of konigs matching theorem
政謙 陳4.2K visualizações
CV_Sophia HiltonCV_Sophia Hilton
CV_Sophia Hilton
Sophia Hilton142 visualizações
Brijmani_kumarBrijmani_kumar
Brijmani_kumar
Brijmani kumar279 visualizações
L'Impression 3D à l'école, pourquoi commentL'Impression 3D à l'école, pourquoi comment
L'Impression 3D à l'école, pourquoi comment
Alexandre Contat241 visualizações
PACs in West Africa - Achievements and ChallengesPACs in West Africa - Achievements and Challenges
PACs in West Africa - Achievements and Challenges
parliaments.cluster 683 visualizações

Similar a Financial Planning

LPL Financial PlanningLPL Financial Planning
LPL Financial PlanningThomas Kelly
156 visualizações8 slides
Personal financial plannin1Personal financial plannin1
Personal financial plannin1Prithvi Rani
795 visualizações8 slides
cfp-e book (1)cfp-e book (1)
cfp-e book (1)JoydeepSarkar19
726 visualizações140 slides
Personal Finance Final.pptxPersonal Finance Final.pptx
Personal Finance Final.pptxMridulaTripathi4
18 visualizações34 slides
approach piece with ppaapproach piece with ppa
approach piece with ppaMichael Cash
292 visualizações13 slides
Fp presentationFp presentation
Fp presentationBiswajit Das
3.2K visualizações29 slides

Similar a Financial Planning(20)

LPL Financial PlanningLPL Financial Planning
LPL Financial Planning
Thomas Kelly156 visualizações
Personal financial plannin1Personal financial plannin1
Personal financial plannin1
Prithvi Rani795 visualizações
cfp-e book (1)cfp-e book (1)
cfp-e book (1)
JoydeepSarkar19726 visualizações
Personal Finance Final.pptxPersonal Finance Final.pptx
Personal Finance Final.pptx
MridulaTripathi418 visualizações
approach piece with ppaapproach piece with ppa
approach piece with ppa
Michael Cash292 visualizações
Fp presentationFp presentation
Fp presentation
Biswajit Das3.2K visualizações
ppt- Financial planning.pptxppt- Financial planning.pptx
ppt- Financial planning.pptx
rajitharevanna11 visualizações
Financial planning..........Financial planning..........
Financial planning..........
Adyanta FC1.6K visualizações
Understanding personal financial planningUnderstanding personal financial planning
Understanding personal financial planning
Sathish Kumar M78 visualizações
financialplanningpresentation-120914052606-phpapp02.pdffinancialplanningpresentation-120914052606-phpapp02.pdf
financialplanningpresentation-120914052606-phpapp02.pdf
PHEGIELHONCULADAMAGA19 visualizações
PFFC_2016PFFC_2016
PFFC_2016
Nicholas J. Colantuono, CFP®5 visualizações
PFFC_2016PFFC_2016
PFFC_2016
Christopher Michalman, CFP®30 visualizações
PFFC_2016PFFC_2016
PFFC_2016
Derek E. Chesley3 visualizações
PFFC_2016PFFC_2016
PFFC_2016
Christopher Cavallaro, RFC, CRPC®16 visualizações
PFFC_2016PFFC_2016
PFFC_2016
Gulsanga Jalawan13 visualizações
PFFC_2016PFFC_2016
PFFC_2016
John Pastore, CRPC®3 visualizações
PFFC_2016PFFC_2016
PFFC_2016
Timothy M. Carlson3 visualizações
PFFC_2016PFFC_2016
PFFC_2016
Don Meredith3 visualizações
PFFC_2016PFFC_2016
PFFC_2016
Peter Gaines, ChFC®, CLU®, CRPC®15 visualizações
PFFC_2016PFFC_2016
PFFC_2016
Amy Oviedo3 visualizações

Último

What is Credit Default SwapsWhat is Credit Default Swaps
What is Credit Default SwapsMksSkyView
7 visualizações10 slides
score 10000.pdfscore 10000.pdf
score 10000.pdfsadimd007
6 visualizações1 slide
Market Efficiency.pptxMarket Efficiency.pptx
Market Efficiency.pptxRavindra Nath Shukla
20 visualizações25 slides
Reversing the Great TransformationReversing the Great Transformation
Reversing the Great TransformationAsad Zaman
30 visualizações44 slides

Último(20)

What is Credit Default SwapsWhat is Credit Default Swaps
What is Credit Default Swaps
MksSkyView7 visualizações
Lion One Presentation MIF November 2023Lion One Presentation MIF November 2023
Lion One Presentation MIF November 2023
Adnet Communications556 visualizações
score 10000.pdfscore 10000.pdf
score 10000.pdf
sadimd0076 visualizações
Market Efficiency.pptxMarket Efficiency.pptx
Market Efficiency.pptx
Ravindra Nath Shukla20 visualizações
Reversing the Great TransformationReversing the Great Transformation
Reversing the Great Transformation
Asad Zaman30 visualizações
Economic Capsule - November 2023Economic Capsule - November 2023
Economic Capsule - November 2023
Commercial Bank of Ceylon PLC19 visualizações
Ingenious Nov 2023 to Jan 2024.pdfIngenious Nov 2023 to Jan 2024.pdf
Ingenious Nov 2023 to Jan 2024.pdf
Ankur Shah24 visualizações
DDKT-Southern.pdfDDKT-Southern.pdf
DDKT-Southern.pdf
GRAPE14 visualizações
Stock Market Brief Deck 1121.pdfStock Market Brief Deck 1121.pdf
Stock Market Brief Deck 1121.pdf
Michael Silva67 visualizações
Jeremy Hunt's letter to Nausicaa DelfasJeremy Hunt's letter to Nausicaa Delfas
Jeremy Hunt's letter to Nausicaa Delfas
Henry Tapper498 visualizações
Presentation_Yale.pdfPresentation_Yale.pdf
Presentation_Yale.pdf
GRAPE7 visualizações
Slides.pdfSlides.pdf
Slides.pdf
GRAPE12 visualizações
DDKT-SAET.pdfDDKT-SAET.pdf
DDKT-SAET.pdf
GRAPE26 visualizações
Summary of financial results for the 3Q2023Summary of financial results for the 3Q2023
Summary of financial results for the 3Q2023
InterCars54 visualizações
ROLEOFRESERVEBANKININDIANBANKINGSYSTEM.pdfROLEOFRESERVEBANKININDIANBANKINGSYSTEM.pdf
ROLEOFRESERVEBANKININDIANBANKINGSYSTEM.pdf
Mdshamir57 visualizações
Motivation TheoryMotivation Theory
Motivation Theory
lamluanvan.net Viết thuê luận văn5 visualizações
Lundin Gold Corporate Presentation Nov 2023.pdfLundin Gold Corporate Presentation Nov 2023.pdf
Lundin Gold Corporate Presentation Nov 2023.pdf
Adnet Communications156 visualizações

Financial Planning

  • 1. 10 reasons to start your Financial Planning.
  • 2. Income It's possible to manage income more effectively through planning. Managing income helps you understand how much money you'll need for tax payments, other monthly expenditures and savings.
  • 3. Cash Flow Increase cash flows by carefully monitoring your spending patterns and expenses. Tax planning, prudent spending and careful budgeting will help you keep more of your hard earned cash.
  • 4. Capital An increase in cash flow, can lead to an increase in capital. Allowing you to consider investments to improve your overall financial well-being.
  • 5. Family Security Providing for your family's financial security is an important part of the financial planning process. Having the proper insurance coverage and policies in place can provide peace of mind for you and your loved ones.
  • 6. Investment A proper financial plan considers your personal circumstances, objectives and risk tolerance. It acts as a guide in helping choose the right types of investments to fit your needs, personality, and goals.
  • 7. Standard of Living The savings created from good planning can prove beneficial in difficult times. For example, you can make sure there is enough insurance coverage to replace any lost income should a family bread winner become unable to work.
  • 8. Financial Understanding Better financial understanding can be achieved when measurable financial goals are set, the effects of decisions understood, and results reviewed. Giving you a whole new approach to your budget and improving control over your financial lifestyle.
  • 9. Assets A nice 'cushion' in the form of assets is desirable. But many assets come with liabilities attached. So, it becomes important to determine the real value of an asset. The knowledge of settling or cancelling the liabilities, comes with the understanding of your finances. The overall process helps build assets that don't become a burden in the future.
  • 10. Savings Sudden financial changes can still throw you off track. It is good to have some investments with high liquidity. These investments can be utilized in times of emergency or for educational purposes.
  • 11. Ongoing Advice Establishing a relationship with a financial advisor you can trust is critical to achieving your goals. Your financial advisor will meet with you to assess your current financial circumstances and develop a comprehensive plan customized for you.
  • 12. Get in touch with us to know more. Contact Us Now Call : +91 8017 00 99 98 Whatsapp : +91 8017 00 99 98 E-mail : support@easternfin.com