Vishal Dhawan, CEO of Plan Ahead Wealth Advisors in Mumbai, India, writes for moneycontrol.com about the value of embracing a life planning approach within his financial planning firm. “Our search for helping families connect with goals that have true meaning, made us discover life planning, as it helps investors understand what is really important for them, and then plan their finances to achieve those goals that truly realised their potential and made them happy and content with their money. The fact that having money and being wealthy is not an end in itself, but that money and wealth are actually a means to an end that could possibly enable better outcomes for them, their family and things that they care about became much clearer as families embarked on financial life planning,” says Vishal.
George Kinder’s Holistic Path to True Wealth – Advisor 3.0
November 19, 2024
