Financial planning

Your financial future deserves more than generic advice. This 60-minute deep-dive session is designed to create a clear, customized financial plan aligned with your life stage, income, goals, and risk appetite.

We will cover:

1. Assessment of your current financial health
2. Goal mapping - short-term, medium-term, and long-term
3. Asset allocation strategy based on your risk profile
4. Mutual fund & investment product recommendations
5. Insurance gap analysis - are you adequately protected?
6. Actionable steps to get your finances on track

Best suited for:

1. Individuals in their early 30s starting their wealth journey
2. Mid-career professionals optimizing their financial plan
3. Families planning for children's education or retirement

Prior to the session, you will receive a short intake form to help me understand your financial situation better.