We Work With Individuals and Families in All Phases of Life.
Your personal finances and investments can become overwhelming and complex. At Sampadha, our main goal is to simplify your financial life.
Cash Flow or Income Expense Management:
- Merged Finances vs Separated Finances Benefits Analysis
- Cash flows Forecasting, Planning, and management
- Stability of Income Sources Analysis
- Alignment of Spending with Goals and Values
- Allocating and Bucketing cash or savings by Goals
- Analysis of Job / Business for better income
- Expense Analysis to find forgetten expense or unneeded expense
- Categorisation, Prioritisation and Allocation for Expenses
- Setting Cash Balance Targets
- Home Buy vs Lease vs Rent
- Car Buy vs Lease vs Subscription
- Contingent Fund Planning
- Opportunity Fund Planning
- Sabbatical or work break Planning
- Vacation Home Planning
- Funds or Liquidity Requirements Analysis and Planning
- Unique Circumstances Analysis
- Reserves and Liquidity Needs
- Income Vitals Analysis
Are we right for you?
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.