Creating a lifestyle map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
It is a long term financial plan, it is as individual as you are and should be continually reviewed to keep track with you. We get to know you and together build a plan and financial template for your future.
Future Lifestyle Planning allows you to achieve your financial goals, be it buying a family home, saving for children’s education, having a comfortable retirement, or going on a dream vacation. It also prepares you for unforeseen situations and emergencies like falling sick, losing your job, or having to renovate your house.
The 6 most important aspect critical to shaping your personal future lifestyle planning, that we help you analyze are
1) Clarity,
2) Expenditure,
3) Incomes,
4) Savings,
5) Investments, and
6) Protection (also against inflation)