Initial Consultation 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. 12 components of Financial Planning Initial Consultation: 150 value additions which we provide 1. Cash Flow or Income Expense Management2. Asset Management3. Loan or Liability Management4. Protection from Contingencies and Risk Management5. Investment Planning6. Kids Education Planning 7. Retirement Planning and Management8. Financial Goals Planning and Management9. Tax Planning10. Asset Transfer or Estate Planning11. Financial Planning Psychology12. Service Standards 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. Schedule Free Consultant