Stage 4: Setting Goals

Price: 200 per consultation

This was my favourite! I invited my GF (now wife) to join me to plan for our future.

I wanted to give her a wedding ceremony she deserves. With proper planning (and a few adjustments of my expectation), we came to a common ground where I can hold a decent wedding without causing a huge dent on my finances.

Wedding was my goal, but what is yours?

In stage 4, I will:

  • understand your goals, short and/or long-term
  • quantify the goal in terms of “today’s value”
  • discuss if the goal is feasible
  • calculate the gap (and the amount needed to cover the gap)
  • discuss which financial vehicle are we using to achieve that goal
  • implement the investment/saving plan for you.

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Readers should seek independent, unbiased financial advice that is customised to their specific financial objectives, situation, and needs. This publication has not been reviewed by the Monetary Authority of Singapore.

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