Samyak Veera - Financial Health - PowerPoint PPT Presentation

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Samyak Veera - Financial Health

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Samyak Veera works with you develop wealth planning for life. We are a fully integrated wealth management practices that provide lifelong financial security for our client. For more visit me on Social profiles. – PowerPoint PPT presentation

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Title: Samyak Veera - Financial Health


1
Financial Health
Samyak Veera
2
OBJECTIVES
  • Establish a Budget
  • Set Financial Goals
  • Take Action to Build a Financial Safety Net
  • Learn to Manage Debt and Live Within Our Means

3
BUDGETING
  • Controlling financial affairs requires a budget
  • Think of a budget as a means to achieve financial
    success
  • A budget is the first and most important step
    toward financial freedom
  • A budget is a means to track ALL expenditures

4
MANAGE DEBT AND LIVE WITHIN YOUR MEANS
  • Pay yourself first
  • Use automatic transfers
  • Use payroll deduction
  • Every cent counts....

5
BUILD A FINANCIAL SAFETY NET
  • Enroll in long-term disability insurance through
    your employer via payroll deduction
  • Purchase life insurance
  • Build an emergency fund to cover living expenses
    for six months
  • Samyak Veera

6
Thank You
  • Samyak Veera
  • For more information Visit -
  • https//www.linkedin.com/pub/samyak-veera/b/418/80
    9
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