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FINANCIAL PLANNING An Introduction ACME Financial Services Independent Financial Advisors Presented By: Shabbeer Hussain Independent Financial Advisors Office # 3, 21-C, 22nd Commercial Street, DHA Phase-II Ext, Karachi.  Ph: 92-21-7095238, 8695075, 5391228, 0345-3420674 Email: shmconsulting@yahoo.com, acmenetwork@gmail.com URL: www.shmconsulting.com.pk (A division of SHM Consulting Group)
FINANCIAL PLANNING An Introduction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Who We Are? ,[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
What is   financial   planning? ,[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
What is financial   planning? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Why Need of a Financial Advisor ? ,[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
What do you want out of life? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Do you need a financial plan? ,[object Object],[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Death and Taxes ,[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Financial Planning STEPS ,[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Step 1: Determine Where You Are Financially ,[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Calculating Your Net Worth ,[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Analyzing Your Cash Flow ,[object Object],[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Step 2: Set Goals ,[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Step 2: Set Goals ,[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Short-Term Goals ,[object Object],[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Medium-Term Goals ,[object Object],[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Long-Term Goals ,[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Step 3:  Develop Your Plan ,[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Flexibility ,[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Liquidity ,[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Minimization of Taxes ,[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Step 4: Monitor Your Progress ,[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Step 4: Monitor Your Progress ,[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Getting Started ,[object Object],[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Our Promise to You ,[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Our Promise to You ,[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Responsibilities of The Client ,[object Object],[object Object],[object Object],[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238
Get Financial Services Consultancy ,[object Object],ACME Financial Services Independent Financial Advisors +92 321 2797881, 021 7095238

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Financial Planning An Introduction222

  • 1. FINANCIAL PLANNING An Introduction ACME Financial Services Independent Financial Advisors Presented By: Shabbeer Hussain Independent Financial Advisors Office # 3, 21-C, 22nd Commercial Street, DHA Phase-II Ext, Karachi. Ph: 92-21-7095238, 8695075, 5391228, 0345-3420674 Email: shmconsulting@yahoo.com, acmenetwork@gmail.com URL: www.shmconsulting.com.pk (A division of SHM Consulting Group)
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Editor's Notes

  1. Financial Planning ACME Financial Services, Ph: 92-21-7095238, 8695075, 5391228, 0345-3420674