Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

Practical Views on Money, Finance & Life .....

Tag "Comprehensive Financial Plan"

New Year Financial Resolution

    New Year Financial Resolution

New Year Financial Resolution However, our good intentions notwithstanding, almost half of us were concerned that the continuing uncertainty around the economy, GDP growth rate, fiscal deficit, inflation rate, demonetization,

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Client’s “Comprehensive Financial Plan” Experience

    Client’s “Comprehensive Financial Plan” Experience

Mr. Sachet Parida, Mumbai shared his “Comprehensive Financial Plan”  journey with us. He has done his ‘Comprehensive Financial Plan’ (60-70 Pages Written Financial Plan) on 16th May 2012. Already 5

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5 Reasons Why A Financial Plan Is Important

    5 Reasons Why A Financial Plan Is Important

  Buying a home. Saving for child’s higher education like MBA, MBBS, Engineering etc.. Designing debt management strategy. Insurance planning. Retirement planning. We all have financial goals, but often have

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Is a Written Financial Plan Necessary?

    Is a Written Financial Plan Necessary?

  Managing finances is an important aspect of the life of every working individual and to ensure that one is able to lead a life free from worries, it is

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