Comprehensive Financial Planning

Financial planning basically means putting together a plan for your future, specifically around how you will manage your finances and prepare for financial goals. It’s an ongoing process which involves evaluating your current financial situation, identifying your goals and then developing and implementing relevant recommendations.

We at CREDIBILIS believe that Financial Planning should be holistic and broad. That is why we include a variety of services such as Tax Planning, Estate Planning, Retirement Planning, Emergency Planning, Risk & Insurance Planning, Budgeting, Goal Planning, Investment Planning etc. in our Financial Planning services. Our role is to guide you to set realistic goals, help you fulfill them and support you throughout the entire financial planning process. We also coach and mentor you to create and preserve wealth along the journey.

Our systematic approach to Financial Planning services:

We realize that financial planning is all about YOU! And the only way that we can deliver what YOU need is to understand what those needs are. We do this through a consultative discovery approach of getting to know you, and helping you understand what we can do for you.

Now that we have a better sense of who you are, and what you wish your financial future to look like, we can work together to create a financial strategy that will help you fulfil those financial objectives.

We strongly believe standard software reports don’t serve any purpose. That’s why we create unique personalizedfinancial plans for the short, intermediate and long-term that will help fulfil your overall financial strategy. Our planning process is intensive and consultative in nature. Each session brings us closer to helping you achieve the financial objectives that we set out together, during the initial meetings.

Once your financial plan is in place, we’ll walk you through the process of implementing them. Whether it’s making the right investment decisions, choosing the right insurance plan for you and your family, saving regularly to reach your retirement goals, or creating a will; our qualified Financial Planners will be right there by your side as you take each step. It is our endeavor to make sure each step of the plan is successfully implemented.

We will be right there with you at every successful implementation of your financial planto make sure you stay on track to meet each of the objectives set out in the plan. Through constant monitoring, and frequent reviews with you, we’ll consult with you and make modifications to the strategies and plans as and when needed.

To learn more about our Comprehensive Financial Planning services, please  CONTACT US today.