Why Every Family Needs a Financial Guardian
Listen to Why Every Family Needs a Financial Guardian
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The marriage of finance and technology is slowing putting an end to the traditional way in one used to manage their hard-earned money. It has opened a whole new world of hassle-free and convenient mode of effective financial planning, making way for a rich consumer experience.
Consumers now have the option to choose from a variety of financial products to suit their requirement.
But if you do not have the adequate knowledge to choose from these sophisticated (yet complex) varieties of options available, creating the best financial plan that will enable you to achieve your desired financial goals can become a daunting experience.
Moreover, with the availability of hundreds of sources that provide financial advice, selecting the one that is truly trustworthy and also fits in your budget can be an arduous task.
You see financial planning is not just about investing money. It is about:
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Saving
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Budgeting
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Selecting the right avenue to invest
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Managing debt
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Preparing for rainy day
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Securing your and your family's future.
But sadly, many people live paycheck to paycheck, without a proper financial roadmap in place to create a comfortable future. To add it to it, many are laden with high-interest debt (credit card, home loan, etc.) which further hinders the path to achieving financial goals.
You would agree that most of your financial goals are oriented towards the well being of your family members -- children's education, their wedding, that dream house, the long pending second honeymoon, that lavish car with all the leg space, an international family holiday...
Thus, you need to safeguard yourself and your life's hard-earned savings from any dubious and unworthy decision that could affect your family's future.
The only way to that is to empower yourself with the weapon of 'Knowledge' and evolve as a 'Financial Guardian' to your family!
Image source: Image by Gerd Altmann from Pixabay
Why become a Family Guardian and why now?
Wouldn't it be great if you knew answers to questions like -
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What metrics to judge a mutual fund upon if you want the best outcome?
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Where to invest your savings now so that your family could benefit from it in future?
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How to hedge your risks for today and tomorrow to keep your family safe on a rainy day?
It is said that the darkest of clouds have a silver lining. The COVID-19 pandemic which has wreaked havoc on our everyday lives does have one positive outcome - it has made us more aware about efficiently managing our finances.
Amidst the pandemic, many found themselves with little to fall back on due to the absence of a rainy-day-fund on one hand and a mounting debt trouble on the other.
Having said that, for many of you it is not too late to go back and fix poor investment decisions and start planning for the future.
PersonalFN's 'Certified Financial Guardian' is the simplest and easiest way to approach your most important task, that is, planning your financial future. This special initiative will help you with everything you need to take a reliable investment decision -- right from helping you learn how to figure out your needs, to drawing out a clever strategy to achieve your financial goals.
This is an all-in-one exclusive video series that is expected to be your 'ready companion' that will empower you to take key financial decisions for meeting your life goals. In short, you will become your OWN Financial Planner.
If you subscribe to 'The Certified Family Guardian e-Course to Become Your Own Financial Planner', here's what you will get access to:
Module # 1: How to make your Budget & Design your Cash Flows
Module # 2: How to plan your Key Life Goals
Module # 3: The right approach to Insurance Planning
Module # 4: Prudent ways to plan your Investments
Module # 5: Tested ways to Retire Rich
Module # 6: All You Need To Know About Estate Planning
Module # 7: How to ensure that your loans do not become a burden
Module # 8: Key learnings from Investment Gurus
What's more?
As a 'Certified Family Guardian' you will get access to PersonalFN's premium tools as listed below that you will help you to improve your financial health:
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✓ Latest views and ratings on Mutual Funds
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✓ Access to PersonalFN's list of top-rated funds
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✓ PersonalFN's Mutual Fund Screener, to help you screen performance of mutual funds across categories and sub-categories
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✓ A premium asset allocator tool developed by PersonalFN's research team
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✓ A host of exclusive downloadable calculators (viz. Human Life Value calculator, Power of Compounding calculator, SIP calculator, STP calculator, Real Return calculator, PF calculator, Marriage Goal calculator, Education Planning calculator, Retirement calculator, Crorepati calculator, and many more) developed by PersonalFN
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✓ Exclusive educational guides
Warren Buffet once said, "The most important investment you can make is in yourself".
Having the ability to make sound financial decisions will give you more confidence to manage and grow your money and deal with various challenges that life brings you.
For every investor out there like you, who probably doesn't have much knowledge about the financial jargons, the tricks and tactics of the industry, this exclusive E-Course is an absolute must, keeping in mind today's circumstances.
So, stay tuned and watch for this space to know about PersonalFN's exclusive family-centric and result-oriented offering, the 'Certified Family Guardian' course.
Warm Regards,
Divya Grover
Research Analyst
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