What is this service:

Money Strategy Mastery is a personalized financial service that goes beyond traditional wealth accumulation. As your Financial Freedom Specialist, I craft strategic plans focusing on overall financial well-being, offering macro-level guidance, and instilling the right mindsets for sustained success. 

Why it is essential: 

Understanding the intricacies of money is pivotal in achieving lasting financial freedom. Money Strategy Mastery is designed to cultivate a comprehensive approach to financial well-being, ensuring that your financial strategy aligns with your unique goals and aspirations. 

For Whom: 

This service is tailor-made for individuals within the 40-55 age range, especially married couples with young children. Whether you’re aspiring to purchase a home, actively building wealth, or planning for a secure retirement, Money Strategy Mastery is crafted to cater to your specific life stage. 

How I, Taresh Bhatia, Help: 

With over two decades of experience as a Certified Financial Planner Pro and a background in neuro-linguistic programming, I bring a unique skill set to the table. I work closely with clients to instil the right mindsets, ensuring they view money not just as a means of wealth accumulation but as a tool for overall financial well-being and success. 

What Can You Expect to Achieve: 

Expect a transformative shift in your approach to money. Achieve a holistic understanding of financial well-being and cultivate the right mindset for sustained financial success. 

What is Not Covered (Disclaimers): 

While Money Strategy Mastery provides comprehensive financial guidance, it does not offer specific investment advice. It focuses on macro-level financial strategies rather than micro-level investment decisions.