Last time, we met an energetic and passionate couple from Hyderabad, India: Mr. Vijay Margam, who is already on his journey towards financial freedom.
In continuation of our effort to interlock you with some common men and women who have been seeking financial freedom, today, it is a chance to meet Gagan Arora.
Gagan is a Sr. Manager - Software Engineering, San Francisco, USA.
I still wasn’t
clear how to plan and be prepared for life events and that’s when I decided to
work with Manoj to build my freedom plan.
It’s been 4
years on this wonderful journey already since then, and I have come a long way.
Manoj has been guiding patiently for consistent tracking, managing portfolio
allocation, and helping closely monitor the freedom plan. He is always
available via WhatsApp, JMC calls and makes sure to push me whenever I fell
behind on my plan.
Thanks to the
freedom plan tracker, I have a clear picture of all our assets and liabilities,
clear understanding where to focus next is super helpful to plan each month. I
look forward to continuing to track and adhere to the plan with Manoj's help
with same zest and enthusiasm until I achieve freedom.
I have many
dreams. I want to explore the world and not just stay tied to a desk job for my
entire life. I want to read and learn more about financial markets. I want to
be a good financial planner myself. I want to get back to playing guitar. In
fact, I took out my guitar after many years of it biting dust. Now that I have
hope, I wanted to have a feel of it. Last, but not the least, I want to spend
real good quality time with family and friends.
And I know that
all this will come true as long as I am pursuing this journey. I have hope, and
hope is a very big thing.
My message to
fellow freedom seekers is to stay in the game. There will be times when things
don’t work as expected, we are in this for a long term and over time everything
will catch up to the plan. Just don’t give up and keep trying your best to
adhere to the plan!
My favourite
quote is from none other than Warren Buffett:
“If you don't
find a way to make money while you sleep, you will work until you die.”
- Do you think it is wise to have a financial plan in place for your life, instead of randomly doing investments with no target in mind?
- Do you think life should be much more than just earning money?
- Do you exactly know how much money you need to get financially free?
- Do you exactly know how much time you need to accumulate that kind of corpus that can fund your and your family's expenses for the rest of your life?
- Do you know how can you maximize your returns on your net worth?
- Do you know that massive wealth without the required liquidity in your portfolio can lead to a situation where your money is locked, and you cannot fund your goals?
- Do you know that we run an ELITE program (based on interview-based selection criteria) to handhold people towards Financial Freedom?
- Do you know that we publish ELEVATE - a monthly newsletter on personal finance and life skills, wherein we simplify everything for you and make it easily digestible and implementable in your life? You can try a month for free!
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