A Holistic Financial Planning Workbook
Comprehensive, yet only the things that matter the most
A Holistic Financial Planning Workbook
Comprehensive, yet only the things that matter the most
Overview
There are many facets to successful financial planning. We have included many of those in this workbook to provide a unified view of what everyone needs to be thinking about to properly plan their finances. We will guide you through them step-by-step here.
Meet the Author
Karthik Ethirajan
Principal, FinCrafters
Karthik Ethirajan
Principal, FinCrafters
Need help with Planning Your Finances?
FinCrafters began as a personal passion that turned into a professional pursuit. I relish deriving insights using quantitative approaches. I enjoy pairing down complex abstract ideas to simple practical insights and communicating them. For example, how do you holistically think about savings, taxes, investments, retirement needs, etc. with personal situations such as college or estate planning factored in? I agonize over strategizing such scenarios.
I am an engineer by training and through business education from Cornell and management consulting experience learned how to think holistically, work analytically, while also being practical and able to communicate well.
Meet the Author
Karthik Ethirajan
Principal, FinCrafters
FinCrafters began as a personal passion that turned into a professional pursuit. I relish deriving insights using quantitative approaches. I enjoy pairing down complex abstract ideas to simple practical insights and communicating them. For example, how do you holistically think about savings, taxes, investments, retirement needs, etc. with personal situations such as college or estate planning factored in? I agonize over strategizing such scenarios.
I am an engineer by training and through business education from Cornell and management consulting experience learned how to think holistically, work analytically, while also being practical and able to communicate well.
Need help with Planning Your Finances?
Testimonials
Testimonials
Chitra Purohit
Sr. Business / Systems Analyst, Franklin Templeton
“Karthik has always offered sound financial advice based on my investment objectives and personal needs. His ability to distill insights from complicated financial matters is commendable. He backs up his advice with extensive research. He picked the best performing IUL plan to improve my tax-free investments profile.”
Veronica Colmenar
Supply Chain Professional, Gilead Sciences
“Karthik is my trusted financial advisor and planner. He is very knowledgeable and keeps up to date with the latest financial products and tax laws. He is committed to helping people realize their retirement goals. He gave me a financial check up and as a result created a comprehensive retirement plan to help me allocate and invest my funds in a tax efficient manner. After working with Karthik, I feel I’m better prepared for my retirement.”
Madhu Gowda
Principal Agent, Ozone Insurance
“I have known Karthik for several years. As an agent myself, I often find myself discussing tax-optimized retirement strategies with him. I trust his research and analysis to sift out the best performing financial product in the market. I strongly recommend Karthik for planning your specific retirement scenario.”
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