Abhishek Bakshi

Digital Marketing Expert

Marketing Strategist

Business Consultant

Growth Hacker

Abhishek Bakshi

Digital Marketing Expert

Marketing Strategist

Business Consultant

Growth Hacker

Blog Post

Online Financial Consultation

February 1, 2020 Online Consulting

People today are looking for ways to make their hard earned
money last. We are a society where the majority of us live
paycheck to paycheck and not many people have plans or
savings for the future.

This is making online financial consultation more and more
popular. There are some steps that one goes through when
planning an online financial consultation.

Most companies will set up an initial evaluation. This is
the driving force behind a long-term financial plan. It is
a critical phase where the client provides comprehensive
financial information to the consultant.

Then consideration is given to both monetary and monetary
goals. The key items looked at are net worth, goal setting,
asset allocation, investment performance, estate and income
tax, risk tolerance insurance needs and overall special
needs.

Now, this may sound a bit overwhelming, but for the
professionals who do online financial consultations, it is
just the basics. That is why it is smartest to go to a
professional.

After the initial evaluation, your online financial
consultant will begin the strategic planning phase. This is
where the comprehensive planning for your future begins.

The planning is based on such strategic areas as
investments, risk management, income tax, stock options,
charitable giving, retirement, wealth preservation, wealth
transfer business succession and estate.

The final part is the ongoing monitoring of your financial
plan. This is the source of creative ideas and solutions
building your wealth.

In this phase, the online financial consultant will measure
investment performance, provide a quarterly reporting and
continued strategic assessment and refinement as requested.

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