1. Client Information Form: To optimize your time with Saket Sengar, you will complete a client information form prior to your scheduled initial consultation.

 2. Analyzing Information: During the initial meeting, Saket will meticulously analyze both qualitative and quantitative data to comprehensively assess your personal and financial circumstances. This detailed examination gives Saket deeper insights into your goals and aspirations, facilitating more tailored and effective financial planning.

3. Identifying Potential Goals: During the consultation, Saket completes a comprehensive evaluation of your financial and personal situation. Together, you will pinpoint your objectives, taking into account the interplay between different goals. Saket will then help you set realistic targets, considering various factors such as life expectancy, inflation rates, tax implications, and expected investment returns. Additionally, Saket will assist in prioritizing these goals, ensuring alignment with your aspirations and financial feasibility. Saket can also  provide candid feedback on goals that may not be attainable, fostering clarity and informed decision-making.