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Financial Planning conversation at Pizza Shop

@Pizza Shop

Client : Can you help me understand Financial Planning?

Advisor : Imagine this full Pizza as your Monthly Income, then allocate

1) 50% for your Needs (Food, Rent, Health, Transportation)

2) 30% for Wants (Hobbies, Entertainment, Shopping, Skill Building)

3) 20% for Savings (Insurance, Investment, Contingency Funds)

Client : Is it as simple as you explained ?

Advisor: Yes, but unfortunately simple things are hard to implement without External Motivation


I will be glad to assist you in building your savings for your future financial well being.
Please feel free to fill the form below if you have any queries on your existing investments or new investments


 

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