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most people think financial planning is a very simple process of buying some product in exchange for getting some good returns this is not the true position financial planning is a very complex activity which has to be done taking into account a lot of things if you are do it yourself investors i dont know how you do it but if you are engaging a financial planner a methodology is there to do the financial planning the first step of financial planning is a fact find session with the prospect in this episode i am going to talk to you about how does a financial planner will go through the fact find session what are the preparation that needs to be done by you what is that the financial planner is expecting from you and everything which is linked to fact fine this is nrm any for you and i am dr chandra khan but a financial planner and an investment consultant nri money clinic no hype just the right advice a fact-find session by a financial planner is a two-way process between a prospect a
