Your Financial Planning Start Point™
A step-by-step beginning to working with CFP® Taresh Bhatia
“Financial Planning is the real wealth — because a plan is greater than a salary, and planning is the new earning.”
— CFP® Taresh BhatiaWelcome
This guided onboarding ensures our first conversation is meaningful, focused, and productive.
Your 6-Step Beginning Part
Step 1 — Explore My Work (3–5 minutes)
Briefly explore my content to understand my philosophy and approach.
Step 3 — Fill the Discovery Form
- Goals & responsibilities
- Current financial situation
- Concerns & priorities
Step 4 — Message Me When Done
“Hello Taresh, I have completed the video and assessment form.
Here are my details:
I am a: (Working Professional / Business Owner / NRI / Retired)
My age group: (30–40 / 40–50 / 50+)
My primary concern right now: (Retirement / Investments / Cash Flow / Debt / Multiple Goals)
I am looking for: (Clarity / Structured Planning / Second Opinion)
I would like to proceed with the 30-minute Clarity Call.”
Step 5 — Receive Your Call Link + Details
- Zoom link & timing
- Professional fee
- Preparation notes
Step 6 — Begin Your Financial Planning Journey
- Clarify goals
- Identify priorities
- Define next steps
A Message From Me
Financial planning is not about products or tips. It’s about clarity, structure, and long-term thinking.