The past week, I had shared with you a an offer to build your custom financial plan. To make the process smooth, I shared an excel workbook to help you take a more structured approach towards the plan.
For a long, long time, you have been soaking in all the gyan offered through various media but now it is time to put it into action, to see the big picture and take the small steps.
So, I am checking with you. How is the progress with the financial plan workbook?
I am afraid you will say – “not much”.
I also know the reason.
All those sheets… it looks huge and scary! Never before have I tried to put all your financial life in one place. I don’t even know what is where.
Great! This is your chance to now put everything into one place, at least for once. Go ahead and do it. I can promise you will not regret doing this. The upside is huge.
Once the inputs are put into place and the plan emerges, it will show a picture I am not ready for.
Come to think of it, that is the bright side of the exercise. With the new found awareness, you will be able to correct any past mistakes as well as take firmer steps towards a more secure financial future.
OK. What if I can’t figure out everything that is required in this workbook?
Nothing to worry. No-one gets it right the first time. It is an iterative process. Make a start. Do what you can and then let’s improve upon it.
Let nothing stand in between you and your financial freedom, your goals and peace of mind.
Remember, my offer is valid only for the month of December 2019. I hope you will make use of it.
If you have any query, please do write back.