Network FP Thinktank

Network FP Thinktank is an Online Professional Journal by Network FP wherein we share the articles written by top-class financial advisors and industry thought leaders from across India and the world.

8 Tenets of Financial Life Planning

Sadique Neelgund
July 21, 2017

Reading Time: 3 minutes Tejal Gandhi has been using money quotient and it has helped her immensely in doing a holistic job of life planning. In keeping with the theme of ThinkTank which is “Ideas you can implement” we carry a preview from money quotient with feedback from a user this week by Ms. Tejal Gandhi, CEO & Founder, Money Matters is one of the Licensees of Money Quotient tools in India.

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Application of Financial Life Planning in Practice: A Personal Experience

Sadique Neelgund
July 4, 2012

Reading Time: 3 minutes Partha Iyengar, Founder of Accretus Solutions shares his experience of implementing Financial Life Planning Concept using Money Quotient Tools. He says “Since I embraced the practice of financial life planning, life has been truly rewarding for me and my clients”

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The seven stages of money maturity…At which stage are you & your clients?

Kiran Telang
May 17, 2012

Reading Time: 4 minutes George Kinder’s idea behind the book “Seven Stage of Money Maturity” is that people need to understand their relationship with money to be at peace. In his words ‘Money can be seen as the place where our internal selves engage the external world. If either side-internal or external, self or money is slighted, the whole life suffers’. The author has extensively used literature, Buddhism and the concept of Chakras in developing the seven stages of money maturity. So what exactly are these seven stages? And what stage do you and your clients fall in?

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