Free Lessons on Financial and Retirement Planning

Steps Involved in Financial Planning Process

We need to frame and develop a strong  financial plan, as it would be important to cover all your bases. From beginning to end, a Certified Financial Planner professional walks you through the financial planning process steps to help you achieve your financial goals and help realize your dreams. 

The six steps financial planning process is explained in detail.......

Setting Financial Goals and Fix your dreams

Planning for Retirement

We understand that  it's smart to save money and form the habit very early in life  for those big-ticket items, like a new TV, car or home. However, you may not be aware that the most expensive thing that you'll be buying in your lifetime is probably your retirement. Probably  you've never thought or heard of "buying" your retirement, but that's exactly what you have to do when you put money into a retirement nest egg.  Read more

What to Expect from Retirement and Financial Planning

Ultimately, you're responsible for maintaining control of your finances. And knowing what to expect from a financial planning relationship puts you in the driver's seat. To get the most out of your experience with a financial advisor, it's important to understand that you can expect and learn about the duties of a financial advisor.

Seven Traits to Look for in a Financial Advisor

What to Ask

Choose  your financial planner.  You may ideally want to meet, interview and evaluate several candidates to ensure you'll be working with someone who is right for you.

 Questions to Ask a Financial Planner


Tips for Success

You are in the cockpit and  in charge of your finances, and the results you get from working with a Certified Financial Planner professional are as much your responsibility as they are the planner's. These financial planning tips may  help you keep away from some  mistakes and to  get the most out of financial planning and help you achieve financial planning success by realizing your dreams.  Read More.....

Different Types of Financial Advisors

There are many types of financial advisors available to help you with your financial planning. Each provides a different set of expertise. Read about the different types of advisors:


Financial and Retirement Planning  Slides

Here is a list of a simple lessons explained in slides by Rita Conley. You may go through at your leisure at your own pace.

  1. Financial Planning in Action
  2. Money Management skills
  3. Taxes in your Financial Plan
  4. Banking Services: Savings plan and payment services
  5. Consumer credit
  6. Consumer purchasing strategies
  7. Selecting and Financing Housing
  8. Home and Automobile Insurance
  9. Health and Disability Insurance
  10. Financial Planning with life insurance
  11. Investing fundamentals
  12. Investing in stocks
  13. Investing in Mutual Funds
  14. Final steps 

    Part 1 Retirement Planning

    Part 2 Estate Planning
  15. Improving the quality of life of individuals, families and community
  16. Coping with reduced income
Hope this lessons will explain the need for financial and retirement planning in one's life.

+Mukundan SN,  CFA CFP
Mobile:  9789098720  mail:

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