A family that plans together stays together
The Hindu
Financial planning is not just about dry numbers, it is about human emotions
“As a family, we decide jointly our financial goals and how to achieve them,” says Radhika Desai, a homemaker from Thane. “Ever since it has been made a family activity, everyone is enjoying. They feel committed and want to participate. There is much more enjoyment in the entire exercise,” Ms. Desai adds. Done jointly, there is a feeling of commitment and also empowerment. Everyone has a say in it. Take the views of children. Let them feel involved. This is a life skill. During one of my quarterly reviews, with the permission of my clients Jahanvi and Rohit, I allowed my young daughter to join us.More Related News