As a Certified Financial Planner (CFPCM), I offer two types of services:
Training
I train employees of organizations on Financial Wellness. All my program are in the form of workshops where the participants practically work on their Financial Wellness. I provide customized workbooks and content for the workshops. Two of my flagship workshops are:
- Four Power Steps to Financial Wellness
- Managing Debt as a Family
Organisations and HR managers have found that my workshops have enhanced the effectiveness and efficiency of the participants at work. This is because the participants leave my programs with confidence and skills to manage their financial life. This in turn helps them to focus, decide and perform better at their work.
Some of the companies which have used/ are using my services are:
Titan Industries, TVS Group (Madurai), CTS, Sobha Developers, L&T Infotech, Elgi Equipment, The Hindu, CRPF, Indian Navy (INS Agrani), L&T (Defence), ZF
At TVS Rubber (Madurai), I have done a detailed Train-the-Trainer program also for their Supervisors and Counseling teams so that the program can be sustained for a longer period.
Please contact me to customize a program on Financial Wellness to suit your organizational needs.
Coaching
I counsel and coach individuals and their family members to achieve Financial Wellness. I charge for my services. I don’t sell any products.
Being company and product neutral, I have the power to recommend the right plans for the benefits of my client. My clients achieve break even on my service charges from their first meeting itself.
I don’t just provide solutions for my clients. I share knowledge and coach them as well. I don’t expect anyone would be my ongoing client for more than 3 years.
I expect that they will have sufficient knowledge of finance and self, curiosity and confidence to manage their financial wellness within this period.
Please contact me to fix an appointment to start your journey to Financial Wellness