Having dabbled with various financial instruments and leveraging helpful inputs from friends, family and colleagues, I realized earlier this year that my financial journey was riddled with potholes, had too many roads to choose from, multiple speed breakers and the destination was not really defined! Being in my mid-forties, this was a terrifying place to be in. I figured I needed a finance planning professional to help me.
I had followed Bodhi Tree Wealth and Manish on LinkedIn for a while and felt I should reach out. After much trepidation, I finally did! Manish has been outstanding to work with. Our first few discussions were all about understanding my current status, future goals and a holistic view of my financial status. He used tools to capture and unearth real and future value of what I have, plus we jointly defined the short term and long-term goals for me and my family and how we’ll get there. What I truly appreciate is the transparency and full disclosures he gives in every discussion and a big confidence boost. And no, I don’t have the highway completely paved yet, but have the chosen path identified, destination confirmed and a realistic expectation that this is not a daily commute but a life changing road trip!