Goal Planning Excel
Learn how to calculate and start investing for your goals.
- Why Goal Planning?
- Clarity and Focus: Helps define your short-term and long-term goals to create a roadmap that keeps you focused on what truly matters.
- Right Investment Choice: Helps choose an appropriate investment based on what suits you and your goals.
- Inspiration and Motivation: Inspire you to stay motivated for disciplined investment as you emotionally connect to them.
- Measurable Progress: Helps track progress with calculation.
Transform your dreams into reality with Goal Planning Excel.
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Please note: This Excel sheet is only for general educational purposes.
What Clients said about Our Services
Before consulting with Salma I had done some financial planning by myself with some online resources, but after the consultation I came to know a lot of things that I was never prepared for. The approach with Salma has given me the confidence for financial stability, I am really thankful that I came across her profile and was able to get every doubts cleared from her. Would advise surely advise the financial service provided by her.
Every meeting with Salma feels like discussing my financial issues with someone I have known for a very long time, like a family, and this gives me confidence and strength regarding my personal financial situation. I’m really glad and overwhelmed that I have a mentor cum PFA like Salma. High recommend.
Salma caught my attention through social media, as I was looking for a financial planner who could help me plan for the future. Her experience in this area allowed us to get the detailed plan ready with ease. To anyone looking for financial planning, I highly recommend her.
I was new to investment with limited knowledge on financial planning. My only exposure & knowledge was on the views by various experts on YouTube channels creating multiple doubts and confusion over a period of time I am gald that I met Salma Sony. Her immense knowledge on various financial instruments and professional approach was very helpful in structuring our investment based on our risk appetite.
Salma has very good knowledge in personalized financial planning. I reached out to Salma for getting an organized financial plan for my life goals and investments planning. She is patient in listening to my questions, concerns and opinions. She is proactive in responding to my queries and was very professional and supportive during all interactions that we had.
I strongly recommend her services.
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