Navigating Financial Success with Your Advisor ft. House of Alpha
Paisa Vaisa with Anupam Gupta
00:00
The Importance of Goal-Based Financial Planning
Most wealth managers plan only for children education or the wedding, right? And then forget about the rest of the things. So in our way of doing financial planning, what we call as lifestyle financial planning,. We realized that clients want simple things. They want very, very simple things that I have a certain lifestyle. But at the same time, they're also worried, can I sustain my lifestyle? Is it possible? Is there a possibility that I'll run out of money? Most people spend with guilt and don't look at things holistically.
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