My Consultation

(via Zoom)

Preview 

Understand the misconception in wealth planning and traps that common people will fall into when it comes to their planning.

Planning

Identify financial goals, match dollar to the goals, and how to plan with various circumstances in life.

Solution
A report of recommendation to next action plan. To ensure we start heading towards achieving all the financial goals using various type of financial tools to increase efficiency. 

Identify Financial Goals

 

If there is no finish line, we cannot reach our destination unless we complete the race.

 

Similarly, if we don't have financial goals, we cannot attain the desired financial position in life. Which goals are our real priority in life? 

Match Dollar to the Goals

 

We may have various short-term, mid-term, and long-term goals in our lives.

While we may be able to achieve each goal individually based on our income, when we consider them collectively, will they be out of our reach? 

Plan with Multiples Scenarios

Consider projecting future scenarios that could affect our planning, such as changing career paths, pursuing business opportunities, or experiencing a loss of income.

Do we have sufficient emergency funds to cover your expenses in such circumstances?

My Achievements

Top Rookie
2012
Million Dollar Round Table (MDRT)
2013 to 2015
Court of the Table (COT)
2016 to 2018
Chartered Financial Planner (CFP)
2016

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