STAGE 5: Cultivating the Habit

Price: 200 per consultation

Congratulations! You have made it to Stage 5!

However, this is not the end. Without a proper habit, it is easy for you and me to fall into the slump again.

Hence, it is very important to have someone to hold you accountable.

Let’s not waste the SECOND CHANCE we received.

Stage 5 is an on-going process, twice a year, I will:

  • Review your current financial position
  • Compare against a benchmark we set together (to measure growth)
  • Re-evaluate your goals based on your latest life-stage
  • Re-balance your investment portfolio (if needed)
  • Re-look into your emergency funds to ensure proper protection is in place

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