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 Bhatia

 

Welcome

If you’re reading this, it means you’re considering bringing structure, clarity and direction to your financial life.

Before we speak, I follow a simple, thoughtful and guided onboarding process.

This ensures our first conversation is meaningful, productive and focused on what truly matters to you.

This document will walk you through the exact steps.

 

Your 6-Step Beginning Part

 

Step 1 — Explore My Work (3–5 minutes)

Before we speak, I request you to briefly explore my content.

This helps you understand my philosophy and approach.

 

 Useful Links:

This will help you see how I guide Indian families with structured financial planning.

 

Step 2 — Watch This Short Video (Mandatory)

 

This video explains:

✔ How I work

✔ Who I help

✔ What outcomes you can expect

✔ Why structured planning is essential

Watch here

Please watch it fully before the next step.

 

Step 3 — Fill the Discovery Form (3–7 minutes)

 

This form helps me understand your:

  • Financial responsibilities
  • Goals
  • Current financial situation
  • Concerns and priorities
Fill the Discovery Form

Your responses help make our call focused, efficient and personalised.

 

Step 4 — Message Me When Done

 

Once Steps 1–3 are complete, simply send me this message on WhatsApp:

“Hello Taresh — I have completed the steps and I’m ready for the Clarity Call.”

Message Me When Done

Step 5 — Receive Your Call Link + Details

 

Once I review your responses, I will share:

  • 📌 Zoom meeting link
  • 📌 Proposed timing
  • 📌 Professional fee details
  • 📌 Preparation notes (if needed)

This ensures you enter the session well-prepared.

 

Step 6 — Begin Your Financial Planning Journey

 

During our clarity call, we will:

  • Discuss your key financial goals
  • Understand where you are today
  • Identify your priority areas
  • Outline your next step toward a structured financial plan

If we mutually agree to proceed, we move into formal Financial Planning using my 6-Pillar Framework.

 

A Message From Me

 

Financial planning is not about products or tips.

It’s about clarity, structure and long-term thinking.

 

My work is to help you create a financial roadmap that supports:

  • Your lifestyle
  • Your responsibilities
  • Your family
  • Your retirement
  • Your legacy

One clear decision today can change the next 20 years of your financial life.

 

Yours sincerely,

CFP® Taresh Bhatia

CERTIFIED FINANCIAL PLANNER®

Founder — The Richness Academy

Guiding Indian Families with Structure, Clarity & Confidence

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How can we help you?

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“Taresh made financial planning simple for us. Thanks to his advice, our investments are growing, and we’re secure about our children’s future.”

Col Munish Bhanot
Col Munish Bhanot
Ex Army,