I have been thinking for quite a while, how can I support my country in this Fight Against Covid ? Yeah, these are Tough times and we all should contribute in some way or other.
I hear stories of people helping around in their own ways. Whatever is possible for anyone they are doing their bit. Some are very encouraging stories.
But as they say, Everyone is not Good at Every thing. Do what you are Good At.
I have no NGO to RUN, I am NO Doctor or Healthcare worker, I have no factory to Produce Oxygen…so I know my limitations or may be my choices.
What I am good at is in Doing Financial Planning for People .
I Serve people through Financial Planning. I am in the Job of helping people earn Financial wellness for them and their Family. So, I have decided to use this Blessing, Indirectly, as my contribution in these Troubled times.
First thing, I will do is try to keep myself and family safe and follow all the precautions of Social Distancing, Wearing Masks and Sanitizing Hands. I believe, if you are healthy and keep your environment safe for all, you are not being a Burden on the society and your Country.
Second thing, I will Provide Financial Planning Service for FREE to you. I named this service as “Be Good Financial Planning “...as it leads to the thought of " Be Good...Get Good."
Details of this Offering
What Be Good Financial Plan will cover?
This would be an informal engagement, and the whole plan would be presented to you in an excel format. I just need acceptance from you over email. (However, if you like to engage with us Formally and take our full service benefits, please let us know in advance as the process for that would be different)
- 1Cash flow and Net worth Analysis
- 2Financial Health Check
- 3Risk Profiling and Asset Allocation
- 4Goal based Investment Planning
- 5Insurance Planning - Life, Health, Disability**
- 6Debt Management Advice
- 7Basic Tax Planning & Estate Planning advice*
Process & Next Steps
Email to [email protected]
Tell us you are Interested in this Service offering
Agreement to the Terms:
We will send you the Terms as mentioned above. You need to send acceptance over email. Please note this is not a commercial arrangement, but still we need to ensure that we are on the same page, to avoid any confusion in future.
Donate for Covid Relief:
Send us the Donation Receipt. This is the Important step which is why this service is launched. Please make sure the donation amount is at least 1% of your Annual Income. Consider it as a Value put on to your Financial wellness and Your Countrymen Health. You may be donating many places for different causes, but this time the Immediate need is for #CovidRelief
Data Collection and Risk Profiling:
Fill up the data collection sheet and answer the Risk profiler, which we would email to you
Analysis of Data:
Next, we will ask our questions on your data and share with you the analysis on your risk tolerance.
Financial Plan Preparation:
Once we receive your replies on the questions and your acceptance to the risk analysis, we will work out the financial Planning numbers for you and share the recommendations.
Financial Plan Discussion:
We will schedule a call to explain you the Plan and answer your questions.
The Engagement for Be Good Financial Planning Service will be Over, after the above discussion.