Financial Planning is a proven methodology to plan for your future; it ensures that you achieve all your financial goals and have a worry-free life. 🏦
However, have you covered all the critical pillars in your financial plans? 💸
📜 ‘Will’ Planning, an essential element of financial planning, is often ignored.
Please refer to my article published in Outlook Business to learn more about ‘Will’ Planning and why it must be an integral part of your financial plan.💡
https://www.outlookindia.com/business-spotlight/why-will-planning-is-critical-to-your-financial-plan-news-289653
Vikas Sharma, CFP®, is a first-generation purpose-driven entrepreneur with over 19 years of experience in financial services, personal finance, and the advisory space. He is a Certified Financial Planner, an IIM Calcutta Executive Alumni, and holds an MBA in Finance and a Postgraduate qualification in Financial Planning.
Currently, Vikas is the Co-Founder & CEO of The Logical Advisor (TLA Academy Pvt. Ltd.) and Goalchi Capital Solutions LLP, where he integrates life, purpose, values, and money to create meaningful financial journeys.
He has worked with a leading Asset Management Company, mentored 1,500+ IFAs and Relationship Managers across India, and educated 10,000+ investors through Financial Wellness programs. His work has consistently focused on reshaping advisor and investor behaviour to enable sustainable success.
Vikas also coaches and mentors financial advisors nationwide, helping them build purposeful and successful careers.
