Financial Planning Psychology

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.

Financial Planning Psychology

Financial Planning Psychology:

1. Financial Illness Mindset Analysis
2. Financial Fitness Mindset Analysis
3. Financial Wellness Mindset Analysis
4. Financial Planning Responsibilities
5. Money Qualities (Positives and Negatives)
6. Envisioning Ideal Life and Goals
7. Money Rights and Wrongs
8. SWOT Analysis
9. Analysis of UnRegulated Investments vs Regulated Investments
10. Reducing Market Noise and Focusing on Goals
11. Financial Coaching for Implementation of Plan
12. Tracking of Progress for Financial Goals
13. Support overcoming financial biases
14. Support Overcoming the Investment Behavior Gaps
15. Profile of Risk Profile

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.

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