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Offline Financial Planning

My assets consolidation provides both online and offline financial planning. If you are an individual with limited time to manage your finance but prefer to have someone take the burden of meeting financial goals through regular interaction or scheduled meetings. We suggest you offline financial planning were you can meet the financial planner every quarter to review your goals, monitor your investments ,to do course correction and check whether we are in right direction in meeting the goals. At the time of handover the financial plan an executive summary of the current and future plan will be given along with the plan. Besides the quarterly review till the goals are reached, there will be a yearly review.