Yatra in Sanskrit refers to a sacred journey. On a Yatra, the journey itself is as important as the destination. Yatra Wealth Design Yatra Wealth Design helps to guide you on your journey through life. We’re with you every step of the way to help you navigate obstacles, distractions, and dangers to reach your destination; while also enjoying and appreciating the journey.
Wealth is not just financial; in fact there are many types of wealth (financial, social, time, and physical to name a few). We first 1) identify what wealth really means for you 2) quantify and prioritize it and 3) help you achieve it.
Design involves taking a large project with many different elements and breaking it down into manageable steps. Then developing and implementing solutions. Finally improving and updating the design as needed. Achieving your long-term goals requires a design approach. We work with you to create a comprehensive, focused plan that ensures all elements of your wealth are taken into consideration – investments, cash-flow, liquidity, taxes, risk management, and anything else that is relevant to your design. Then update it regularly as your goals and life changes.