WELCOME TO WELCOME TO

AN AN

EXCLUSIVE PRESENTATION ONEXCLUSIVE PRESENTATION ON

Financial Planning Awareness Program

Presented by

FINANCIAL GOAL PLANNER

© Copyright 2010

MANUFACTURERS

•Life Insurance•General Insurance•Equity Broking•Mutual Funds•Loans • FDs/Bonds•Commodities

DISTRIBUTORS

Members

• Banks• Distribution Houses•Motilal Oswal•Reliance Money• IFAs/Agents•Lic Agents

Currently, the loyalty of the distributor lies with the manufacturer as they are compensated by them.

Ffreedom reverses the current flow by representing the client to the manufacturers as we get compensated by the Members

Patient

Doctor

Medicine

Client/ Member

??????

Products

Anybody who is providing Financial Advice for free is actually not providing Financial Advice

Fees

Comm.

Fees

Comm.

Our Philosophy

DATA GATHERING

SETTING UP OF

FINANCIAL GOALS

CASH FLOW ANALYSIS & RISK

PROFILE TEST

DERIVING THE EXPECTED RETURN

REALIGNMENT OF FINANCIAL

GOALS CASH FLOW PROTECTIO

N (INSURANCE PLANNING)

INSURANCE IMPLEMENTATI

ON

REVISED CASH FLOW ANALYSIS

CREATION OF INVESTMENT PORTFOLIO

IMPLEMENTATION OF

INVESTMENT PORTFOLIO

REVIEW

Financial Health Check up

Will, Power of Attorney, Family Trust

Early/Late Retirement

Contingency Planning

Life, Health, Asset

Education, Marriage, House, Car, Wealth

The Financial Planning Pyramid

8

Exclusive Benefits:By Doing Financial Planning You Can :

Be Aware & Educate Yourself about Your Financial MattersIncrease the Probability of Achieving Your GoalsEnsure Adequate Control on Cash FlowsPlan the ‘Adequate’ Amount of Insurance without Wasting Excess MoneyCreate a Structured Investment Portfolio with ‘Appropriate’ RiskProtect Yourself from Making Irrational Financial DecisionsBe a Role Model to the Next Generation and Guide them the Right WayHave a Single point of Coordination for Personal Financial Services & Succession PlanningEnsure Continuity of Financial Advice through expert Financial Planner. And most importantly………

“ Develop a Healthy Attitude towards Money & Have Peace of Mind !”

Thank youThank you

FINANCIAL GOAL PLANNER

© Copyright 2010