Samyak Veera - Financial health

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Samyak Veera Financial Health

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Samyak Veera works with you develop wealth planning for life. We are a fully integrated wealth management practices that provide lifelong financial security for our client. For more visit me on Social profiles. - PowerPoint PPT Presentation

Transcript of Samyak Veera - Financial health

Page 1: Samyak Veera - Financial health

Samyak Veera

Financial Health

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OBJECTIVES

Establish a Budget

Set Financial Goals

Take Action to Build a Financial Safety Net

Learn to Manage Debt and Live Within Our Means

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BUDGETING

Controlling financial affairs requires a budget

Think of a budget as a means to achieve financial success

A budget is the first and most important step toward financial freedom

A budget is a means to track ALL expenditures

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MANAGE DEBT AND LIVE WITHIN YOUR MEANS

Pay yourself first

Use automatic transfers

Use payroll deduction

Every cent counts....

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BUILD A FINANCIAL SAFETY NET

Enroll in long-term disability insurance through your employer via payroll deduction

Purchase life insurance

Build an emergency fund to cover living expenses for six months

Samyak Veera

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Thank You Samyak Veera

For more information Visit -

https://www.linkedin.com/pub/samyak-veera/b/418/809