Getting Promoted

Reassess your wealth

management strategies after a promotion.
A wealth management expert can connect you with a personal tax consultant or a life insurance advisor to account for changes in income, and ensure that you adjust your retirement plan and investment strategy accordingly.

(Visited 111 times, 1 visits today)
“My investment returns have consistently beat their respective benchmarks.”

-- Mr. Bilal Haffejee

“The efficiency, honesty, and level of detail of the Dharnas is unmatched.”

-- Mr. Chani Luthra

A significant bump in income often means an overhaul

of your wealth management strategy.

A promotion means changes to your portfolio and financial plan. Meet with a risk management consultant, assess any changes in your long-term goals, and get connected with an accountant.

You Might Also Be Interested In…

Other clients who visited this page found the below topics helpful. Click on the icons below to explore similar areas of financial planning you may have overlooked.

9-to-5’ers

Go on Vacation

Eliminate Debt

Create an Emergency Fund

Spend More Time with Family

CONTACT US