Samyak Veera - Financial Plan

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Samyak Veera - Overview of a Financial Plan
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Objectives

• Introduce the subject of personal finance
• Identify the key components of a financial plan
• Outline the steps involved in developing your
  financial plan

Samyak Veera
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How You Benefit From An Understanding of Personal
Finance

• Make your own financial decisions
• Every spending decision has an opportunity cost
• Judge the advice of financial advisors
• Make informed decisions
• Become a financial advisor
• Many career opportunities available

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Financial Process
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Budgeting and Tax Planning
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Components of Your Financial Plan
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