2. Phase 1 • Financial Planning –
A Roadmap to IIFA
Phase 2 • IIFA Direction – “Bachat Nivesh Badhat”
Visualizing your vision
Phase 3 • Concept Communication – IIFA
Branding Ideas, Not Products.
Phase 4 • Reinforcing your Queries – Q and A
Dealing your queries, Drafting your lifestyles.
3. Where are you today? What is your current financial situation?
Where do you want to get to? What is your vision of your future financial
situation?
Will you be able to get there? How do you plan to achieve your vision?
