Your Family Wealth Planner: Monitor Your Wealth and Dreams By Shyam Sundar Goel Books(Paperback, Shyam Sundar Goel)
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Your Family Wealth Planner is a comprehensive roadmap to manage your wealth with clarity, purpose and foresight. Designed to help you organise, track and plan your finances efficiently, this book ensures that your financial assets align with your family's dreams and well-being. At the heart of this planner are six distinct financial portfolios, each dedicated to a key individual in your life, starting with yourself. Whether you're securing your child's education, preparing for your spouse's future or planning for retirement; this structured system ensures that every aspect of your financial life remains in focus.To keep you on track, the book includes a structured financial calendar, helping you monitor due dates, asset maturities and key milestones. Additionally, it offers dedicated sections to record your financial dreams and aspirations, transforming them into actionable goals. Wealth isn't just about money-it's about creating security, stability and a fulfilled future for your loved ones. With this planner, you'll have a clear and organised system to build, protect, and grow your family's financial legacy.