A Financial Planner’s Humor

by | Jan 4, 2014 | Uncategorized

The financial planning gives best results only when both client and financial planner work as one team. In some situations, we take longer to deliver, sometimes we are in a not so good shape and some times, it can be humorous. Be it prospects, engagement, compliance...

What’s stopping us from getting rich?

by | Nov 7, 2013 | Uncategorized

Sometimes I wonder what stops us from getting rich. I have met a number of families for financial planning and analyzing their situation, this is what I have concluded. We either earn less or spend more. Sometimes it’s because we don’t save and some other...