HAVE A PLAN IN 30 DAYS
with actionable steps to start your financial planning journey
DISCOVERY MEETING
Planning for your financial can feel intimidating. In addition to your busy life, you just can’t find the time to sit down and do the planning. There are several items and things to consider to create a good financial plan. It’s as simple as answering some deep thoughtful questions about money.
This is the exact process we would do in a Discovery Meeting call. During the call, we will reveal your values with money, ‘guess’ your financial goals, review current financial situation and at the end of the call, you’ll get 3 ACTIONABLE STEPS to start your financial planning journey.
1-PAGE FINANCIAL PLAN
In this plan you will discover…
VALUES WITH MONEY
FINANCIAL GOALS
ACTIONABLE STEPS
Everyone have different value with money, what might be important to some people might not be for other people.
When it comes to future, we don’t know exactly what will happen. But, we can make good guesses about where we would like to go.
Tailored actionable steps based on your current financial situations.
FAQs
Planning for your financial can feel intimidating. In addition to your busy life, you just can’t find the time to sit down and do the planning. There are several items and things to consider to create a good financial plan. It’s as simple as answering some deep thoughtful questions about money.
This is the exact process we could do in a Discovery Meeting call. During the call, we will reveal your values with money, your ‘guesses’ financial goals, your current financial situation and at the end of the call, you’ll get 3 ACTIONABLE STEPS to start your retirement planning journey.
Mailing address
B-07-02 Garden Shoppe One City Jalan USJ 25/1 47650 Subang Jaya Selangor