Build your first financial plan in 90 minutes

About this session

A hands-on workshop. Bring your numbers; leave with an emergency fund target, insurance checklist, goals and a SIP plan in your dashboard.

Agenda

1. 1Health check, together
2. 2Emergency fund and protection
3. 3Turning goals into SIPs
4. 4Setting up your dashboard trackers

Key takeaways

• A written one-page plan
• Goals tracked in your dashboard
• Your first three actions