Financial Planning - Free Consultation

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Financial Planning is a comprehensive evaluation of the financial health of the individual by considering his/her current income and future financial state by using current known variables to predict future income, asset values and savings.

Financial Planning is done by Gomathy Narayanan, Financial Advisor, who is set out on a mission to create awareness about financial well-being to prepare her clients for their future and their life's uncertainties. She holds a Master of Science from the University of Texas at Dallas, a Project Manager and is a mother of one. Having lived outside the country for over 10 years, and learning about the financial preparedness amongst the western world, she felt an urging need to spread an awareness about financial health and insurance in our country.

Duration: 30-45 minutes

What is covered in the Financial Planning session:
Each financial planning session is well-crafted and covers the following:
  • Understanding current income
  • Analysis of current lifestyle and spending
  • Study of current savings
  • Detailed analysis of future financial commitments/goals
  • Help plan future goals
  • Gap analysis
  • Recommendations to fill the gaps
The above session is the initial planning session. Subsequent sessions shall be planned based on your financial needs.

Please click on the 'Let's Chat' option if you would like to book your personalized financial planning session or to learn more about the offering.