Financial Planning Tips from Sachin Karpe - PowerPoint PPT Presentation

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Financial Planning Tips from Sachin Karpe

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Sachin Karpe an ex financial advisor gives financial planning tips to secure and enjoy your future. – PowerPoint PPT presentation

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Title: Financial Planning Tips from Sachin Karpe


1
Financial Planning Tips from Sachin Karpe
2
Risk Management
3
Risk Management
  • Identify Analyze Exposures
  • Examine Risk Management Techniques

4
Risk Management
  • Select Risk Management Technique
  • Implement Techniques
  • Monitor Results

5
Cash Flow Management
Cash flow management is the process of
monitoring, analyzing, and adjusting your
business' cash flows.
  • Generating Revenue
  • Controlling Cost

6
Investment Management
7
Investment Management
  • Determine investor needs
  • Assess risk tolerance
  • Review asset allocation classes
  • Implement strategic plan
  • Rebalance and monitor portfolio
  • Comprehensively report

8
Retirement planning
9
Retirement Planning - Investment
  • Funds
  • Stocks
  • Bonds

10
Retirement Planning - Insurance
  • Life Insurance
  • Health Insurance
  • Long-Term Care
  • Medicare

11
Retirement Planning Long Term Assets - Real
Estate
12
Retirement Planning Guranteed Income - Social
Security Benefits, Pensions
13
Education Planning
14
TAX Planning
15
Estate Planning
16
Find Sachin Karpe A Business Consultant
_at_ https//www.facebook.com/sachin.karpe.9638
Follow Sachin Karpe _at_ https//twitter.com/Karpe_
Sachin
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