Page 5 - PR Communication Age January 2016
P. 5
Cover Story
Communication
on Personal
Financial
Planning
1. Introduction: to take a clear-picture look at your financial status. Using
this technique (Financial Planning) you can find out where
Financial planning is a systematic approach whereby the you are now, what you may need in the future and what
financial planner assists the customer to maximize his ex- you must do to reach your goals. Financial planning is done
isting financial resources by utilizing financial tools to at- by using simple mathematics.
tain his financial goals. In other words, financial planning is
the process of meeting your financial goals through proper There are 3 major components in Financial Plan-
management of your financial resources. ning, they are:
Financial goals/life goals can include buying a home, saving O Financial Resources (FR)
for children's education or planning for retirement. It is a
process which includes specific steps that would help you O Financial Tools (FT)
O Financial Goals (FG)
About the author Maximize your financial resources by using a number of fi-
nancial tools to achieve your financial goals, which is called
Anabil Bhattacharya financial planning.
B.M.E. (Hons.), F.I.I.I., Chief Manager & The formula of Financial Planning is:
CPIO, R.T.I. Department,
Head Office, National Insurance Co.Ltd, Financial Planning : Financial Resources (FR) + Financial
Kolkata. Tools (FT) = Financial Goals (FG).
"The history of PR is… a history of a battle for what is reality and how people will see and understand reality."
PR COMMUNICATION AGE January 2016 5
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