Ultimate Financial Planning Handbook
Originally published: 20/04/2021 13:17
Last version published: 02/06/2021 08:39
Publication number: ELQ-61023-3
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Ultimate Financial Planning Handbook

Financial Planning Process Demystified with a simple, easy to understand and crisp guide to personal finance.

Ultimate Financial Planning Handbook is a simple, easy to understand and crisp guide to personal finance. This book is suitable for novice readers as well as for those who possess basic to intermediate knowledge related to personal finance. This book clarifies the myth that financial planning is just about investments. It is important to take control of household budget, manage your loans efficiently, protect yourself with adequate insurance cover, have a contingency reserve and assess your financial risk profile prior to planning for your important financial goals and investments. The book explains these key financial concepts and also details the process of comprehensive financial planning in a structured and simplified manner. This book details out following key steps involved in the process of comprehensive financial planning:

1. Organizing Financial Data
2. Monthly Financial Budgeting
3. Assessing your Financial Risk Profile
4. Assessing your Income and Expenses
5. Assessing your Assets and Liabilities
6. Managing your Loans
7. Assessing your Insurance Needs
8. Financial Goal Planning
9. Retirement Planning
10. Asset Allocation
11. Periodic review of Financial Plan

Also included in the Book:
1. Financial planning pointers for professionals falling into various age groups
2. Glossary of all the financial terms used in the book
3. Sample Financial Plan – Formulated by Ultimate Financial Planner application

For everyone who would be interested in taking this further, I have also designed Ultimate Financial Planner which is excel based comprehensive financial planning application. This application will enable you to easily formulate a personalized and comprehensive financial plan for yourself (sample report available at the end of this book). The application will help you keep a track of your Monthly Budget, manage your loans, assess your Financial Risk Profile, assess your Insurance Cover requirement and most importantly plan for your key Financial Goals & Retirement.

Risk Profiler is one of the key tools available in the above said Ultimate Financial Planner application. This particular Risk Profiler tool is provided as a complimentary offering to you along with this book. The link to download this Risk Profiler tool is available on the last page of this book. You may evaluate your Risk Profile with the help of the complimentary Risk Profiler tool which essentially assesses your capacity and tolerance of taking financial risk with the help of a psychometric questionnaire.

The contents of this book and Ultimate Financial Planner application are relevant globally. I am confident that with the help of this book and Ultimate Financial Planner application, you will easily understand the fundamentals of personal finance and also formulate your own detailed Financial Plan. Your time is the most important investment that you need to make, for securing your financial life. My best wishes for your Healthy and Secured Financial Life!

Warm Regards,
Nikhil Kale

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  • Luqman Sohail
    Hi, why is this password protected? how can i unlock this
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    • Nikhil Kale
      Hi Mr. Sohail,

      Thank you for showing interest in my eBook. Regret inconvenience caused to you. I have in fact uploaded the eBook in PDF format and it is not password protected. I am able to read/download the eBook without any password.

      Would like to know if you have purchased the eBook. Not sure if Eloquens has any policy to protect the digital files prior to making the purchase.

      Kindly confirm and please do share your order details so that I could further contact Eloquens Helpdesk and resolve this issue at the earliest.

      Thanks and Regards,
      Nikhil Kale
      arrow_drop_uparrow_drop_downReply reply

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