Author Archives: dayat

The Power of Financial Planning

Posted on March 26, 2021 by dayat

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” (Warren Buffet) As a financial life planner, my underlying assumption is that planning is a “good” thing. Planning is widely acknowledged to be a pre-requisite … Continue reading →

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Understanding Financial Planning

Posted on February 26, 2021 by dayat

Financial planning is defined as a process whereby an individual or a couple settles objectives, assesses all resources and assets, estimates any future financial needs, and makes necessary plans to achieve any monetary goals they may have. It includes a … Continue reading →

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