STEP 2: Financial Health Check

Price: To be discussed (The cost covers Step 2, 3 & 4)

We go for PHYSICAL health check, receives report and the doctor explains our blood pressure, cholesterol readings, etc.. what are at red zone, what we should be mindful about, how we should eat and exercise to bring the readings back to healthy zone. 

How about our FINANCIAL Health? 

Do you know how financially fit you are?

 

At step 2, I will be guiding you to help you understand (and more..) 

  • What are your financial fitness ratios.
  • How much you need for your goals.
  • Do a reality check to see if you could achieve your goals with your current resources.
  • Calculate the deficit and discuss which financial vehicle could achieve your goals.
  • What are your real concerns and how to prioritise them. 
     

Many has feedback that this is their first time experiencing what is really meant by REAL FINANCIAL PLANNING! ?

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