#A late bird might get a worm too how to
#A late bird might get a worm too update

While it's not uncommon for married couples to plan for their children's financial needs, in 99% of the cases that I had worked on, the client had children and hence there was a need to plan for their future. The last financial goal seemed to qualify in the 'early bird-gets-the-worm' genre.

His revised goals revolved mainly around buying a house, one international vacation, retirement, and planning for his child's financial needs. He approached PersonalFN in 2015 and while he had many financial goals, we helped him articulate the goals as per his priorities. He was married and resided in Mumbai with his parents. Swapnil Joshi (name changed), was a middle level bank executive in his mid-30s.

While analyzing a particularly interesting financial plan, I soon realized that this plan was a prime example of how adage 'the early bird catches the worm' works in real life.Įpisode No 1: The early bird gets the worm

#A late bird might get a worm too update

Often I study the case files of my colleagues to update myself with different planning strategies. But last week two things happened which made me realize just how right my high school teacher was about the whole 'the early bird catches the worm' tidbit. Now I'm in no way a philosopher and neither do I have epiphanies to offer. Blame it on our naivety or childhood ignorance we don't really imbibe these morals in our adult life, and therein lies our biggest folly. Things like, 'the early bird catches the worm' or that 'a bird in hand is better than two in a bush'. Simple things that prove to be revolutionary. Let's face it, we seldom remember the things that we were taught in school.

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#A late bird might get a worm too how to

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