Financial planning is a dynamic process where clients work with a professional to identify goals, examine resources, and develop a roadmap to achieve their financial objectives.

A financial plan should include a review of your goals and objectives, net worth, cash flow, investment portfolio, insurance, taxes and future expectations, along with tailor made solutions.

Financial planning covers all aspects of a person’s financial well-being. This includes savings, investments, retirement and college savings plans, insurance coverage, and estate planning. Retirement planning revolves around investments made for retirement.

Financial planning looks at a person’s overall financial picture. A financial planner will often ask a prospective client to fill out an extensive questionnaire in order to understand your financial needs and goals. The planner will usually put together a detailed plan designed to improve the client’s overall financial position.

Asset allocation refers to the diversity of your entire savings and investment portfolio across asset classes. Stocks, bonds, cash and real estate are asset classes. Diversification refers to the types of investments held within each class. For example, both ICICI Bank and HDFC Bank are blue chip equity stocs in the Banking sector. Because they’re in the same sector, these two stocks are likely to move up or down together. However, both stocks can move or perform differently. But that’s not enough. A portfolio that invests in multiple types of assets, not just stocks, is also important.

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