Smriti was always an organised person, yet her finances were all over the place!
#Tax was her nemesis.
She:
Paid more #TDS than required
Rushed her tax saving investments
This time on Essence of Planning, we’re showing you how financial planning changed Smriti’s life for good!
She started by preparing a #Financial checklist of things review financially. How many things have you crossed off? Comment your answer below!
Why is a #financial review important?
Maya Angelou puts it well “I did then what I knew how to do. Now that I know better, I do better.”
What are your #personalfinance lessons from 2020? Here are Smriti’s:
Through #financialplanning Smriti provided for:
1.Short-term expected events
2.Unplanned financial events
3.Income changes
4.Income tax dues
Do you have trouble managing your #money? You’re not alone. We’ve helped 500 families achieve #financial wellness. Wouldn’t you like to be next? Call +91-9500027285 now!

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More from @ithoughtplan

9 Jan
January is named after the Roman two-faced god #Janus. It’s time to look back at what you’ve achieved and look forward to what you’ve got to do.
3 solid reasons to review your #financialplan in 2021. Are you confident that your financial plan is still relevant and adaptable? Are you in the best of #financial health?
You are not the only one influencing your #financial future! We show you how the world is influencing your financial outcomes. Tell us how you tackled these changes in the comments below!
Read 9 tweets
7 Dec 20
Are you excited for our December episode of Kairos?
This time we're exploring 🤹🏽‍♂‍Financial stability 🤹🏽‍♂‍

#‍Financialstability
Missed the trailer? Quick recap:
👨🏽Maran, 48, Public Sector Bank Employee
❓Retire or be financially responsible
👴🏽ailing father
👩🏽‍🎓✈️daughter wants to study abroad
✅⏲️Right time for VRS?
Make guilt-free decisions about your future with a customised ithought #financialplan!
Read 11 tweets

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