A Confidential Financial-Life Reflection

Financial Life Discovery™

Share the best information you comfortably can. Your responses will help Taresh Bhatia prepare a more structured and meaningful direction for your 30-minute Financial Planning Discovery Session.

Your 30-minute Financial Planning Discovery Session becomes more meaningful when I understand what matters to you before we meet.

Financial Life Discovery™ gives you a private and structured way to share your present situation, priorities and concerns—without requiring exact figures and without any pressure to answer everything.

All 69 questions are available online, but only 12 essentials are required. You may skip optional questions or return later using your private resume code.

Begin Financial Life Discovery →

Confidential discovery
Only 12 essential questions
Optional sections may be skipped
Save and resume securely
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Why This Helps

A More Focused Conversation—Without Pressure

Context

Help me understand your present life stage, responsibilities and financial organisation.

Priorities

Identify the goals, concerns and decisions that matter most to you now.

Clarity

Use our 30 minutes to discuss what you actually want to understand—not to collect information that could have been shared earlier.

Comfort

Decide what you want to share now and what you would rather discuss privately.

Before You Begin

Please Share Only What You Are Comfortable Sharing

The information you provide will be used to understand your financial background, prepare for the Discovery Session and assess whether structured financial planning may be relevant to your circumstances.

Approximate ranges are sufficient. You can select “Prefer to discuss during the session” for any optional question.

Only 12 essential questions are required to submit the form. The remaining 57 are optional—but the more you comfortably share, the more relevant and structured the direction CFP® Taresh Bhatia can prepare for your 30-minute session.

Please do not provide

PAN or Aadhaar details
Bank-account or card numbers
Passwords or OTPs
Investment login credentials
Copies of confidential identity documents

I have read the confidentiality note above and consent to sharing the information I choose to provide for the purpose of preparing my 30-minute Financial Planning Discovery Session.Optional and separate: I would also like to receive occasional educational material. This is not required to proceed.

I have a resume code

Please confirm your consent above to begin.