Most of the people want to have a safe and secured financial future, and for this they spend a significant amount of time planning for the finances. Dealing with a number of payments such as mortgages, can be quite challenging and often leads to stress. This is when one may need to hire a financial advisor or an expert.
Bharti Jogia-Sattar explains in what a financial advisor or an expert can assist
In case you are serious about planning your future and want to work in order to achieve your goals, then it is better to take the time and effort to hire a financial advisor or an expert. The advisor can help you to set an overall financial plan and be well prepared. As per the experts like Bharti Jogia-Sattar, mentioned below are a few reasons that explain why you should hire a financial advisor:
- Setting financial goals will help you accomplish what you need and will provide the right pathway. A good adviser can help you set those goals and achieve them.
- A financial expert can also help you to make profitable investments which are advantageous in securing the financial future. The expert can assist manage your tax refunds by investing them in the right way so that you could benefit from the returns.
- The expert can help you save even in difficult financial situations. This means you will be prepared for any kind of emergencies. Moreover, the expert will also help you clear your debt and manage your cash flow related issues.
- The expert’s financial advice can also help in planning for the retirement so that you can lead a stress free life post retirement.
- The financial expert can help to reduce your financial stress and simplify your financial options and improve the focus on your short and long term goals. Thus, the advisor can help you avoid costly mistakes and makes you a smarter person when it comes to investment.
- In addition to all these with the right financial planning, you can also have the freedom to enjoy those special moments in life such as taking a holiday without continually worrying about finances.
Thus, it can be said that a good financial expert will ensure that you lead a stress free life and arrange your personal finances in the best possible way so that you do not face any challenging situation.
Apart from being a reputed financial executive, Bharti Jogia Sattar is an accountant, and investments expert based in the greater Los Angeles metropolitan area. She has expertise in financial and corporate management and is at present working as an independent consultant. She is associated with Fusefx Inc. as CFO and at ADCO products Inc. as CFO. As far her education is concerned, she has completed her graduation in chemistry from Bryn Mawr College and has completed B.S, in Chemistry and Business Management from Eastern Michigan University. She has also obtained degree in accountancy and finance from University of California, Los Angeles