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Tag: financial goals

(FREE Download) Financial Goal Planning Excel Worksheet

by Dev AshishMay 11, 2017January 29, 202113 Comments

My last post - All you need to know about your REAL Financial Goals was received extremely well. And given that it was almost 3500 words long, I was happy to see that many of you did read it 'completely' 🙂 and mailed…

Read More (FREE Download) Financial Goal Planning Excel Worksheet

Personal Finance financial goals, Financial Planning
financial and life goals

Financial Goals – How to Set + Not Mess Up

by Dev AshishMay 6, 2017November 23, 201936 Comments

The two words ‘Financial Goals’ are fairly simple to understand. It’s the ‘WHY’ of your investing(s) and saving(s). It’s the reason why you are ready to cut down your spendings today and put aside a part of your hard earned…

Read More Financial Goals – How to Set + Not Mess Up

Financial Planning, Personal Finance financial goals, Financial Planning, Goal based investing

One Important Advice by a Chinese Man I met in Egypt

by Dev AshishFebruary 21, 201710 Comments

Few days back, I returned from a short trip* to Egypt. *Also the reason why I didn’t post any new articles in last couple of weeks. 🙂 Egypt is a lovely country. But this post is not about the destination.…

Read More One Important Advice by a Chinese Man I met in Egypt

General financial goals

What is Goal-based Financial Planning Anyway?

by Dev AshishJanuary 27, 2017August 31, 202213 Comments

When it comes to investing, most people are concerned whether their investments doing good - with respect to a benchmark or not (this benchmark can be an index, a friend or even a well-to-do family member). But ask them about…

Read More What is Goal-based Financial Planning Anyway?

Personal Finance, Retirement Planning financial goals, Financial Planning, Goal based investing
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I help people align their investments with their real financial goals. This website is about investing, personal finance & financial planning.

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