WHY FINANCIAL PLANNING

 Financial Planning is one of the most important

aspects in life.
 It helps you determine long term and short term
goals.
 It gives you a vision and direction in your career
and life.
 So counseling with financial advisor is must.
 MOST IMPORTANT REASONS
 Income :
1. Manage income effectively.
2. understand tax payments, other monthly
expenditures and savings.

 Cash Flow:
1. Increase cash through Tax planning, prudent
spending and careful budgeting.
 Capital:

1. An increase in cash flow, can lead to an increase in

capital.
2. Reconsider investment for financial well being.

 Family Security:
1. Financial Planning most important goal is family
security.
2. Proper insurance and policies keeps mind at peace.
 Investment:

1. A proper financial plan considers your personal

circumstances, objectives and risk tolerance.
2. It acts as a guide in choosing right investment as per
your needs and goals.
 Standard of Living:

1. The savings created from good planning can prove

beneficial in difficult times.
2. Proper insurance cover will help you recover lost
income.
 Financial Understanding:
1. Helps set financial goals and long term
planning.
2. Gives new approach to budget and improve
control over money.

 Assets:

1. Determine real value of asset.

2. Helps understand the liabilities and risks of
assets.
 Savings:

1. It helps in hard timings.

2. It is good to have some investments with high
liquidity.
3. It can be utilized in times of emergency.
 ONGOING ADVICE:

1. Establishing a relationship with a financial

advisor you can trust is critical to achieving
your goals.
2. Your financial advisor will meet with you to
assess your current financial circumstances.
3. Develop a comprehensive plan customized for
you.
 WHY MYANMOL
 We will help you review of your current
financial circumstances, anticipated changes,
future goals, and results in your customized plan.
 Call us today to book your assessment.
THANK YOU