Data Collection (Limited)

Gathering essential financial information (income, major expenses, key assets/liabilities) via a streamlined questionnaire.

Snapshot Analysis

High-level review of current cash flow, debt situation, and basic net worth.

Risk Identification (Basic)

Pointing out obvious financial risks or inefficiencies.

Personalized Financial Blueprint

A concise document outlining the single goal, budget, debt strategy, emergency fund plan, insurance recommendations, and action steps.

Financial Planning Platform

A practical digital tool to help clients track their financial planning and implementation.

Dedicated Personal Financial Advisor

Messaging dashboard for intensive coordination and consultation, Face-to-face consultation (online meeting) as scheduled, Financial & Investment Learning Materials.

Access to Materials

• Bookplan Discussion (Financial Health Check Up) & Investment Plan

  

• Fixed Income Products (Deposits & Bonds)

  

• Mutual Fund Review

  

• Hedging Products (Gold vs USD) Review

  

• Stock Fundamental Analysis Part 1

  

• Stock Fundamental Analysis Part 2

  

• Stock and Mutual Fund Technical Analysis

  

• Additional Alternative Investment Products (P2P, Crypto, Forex)

  

(Number of meetings that can be realized adjusted to contract duration.)

Foundational Planning

All foundational activities from the 3-Month Plan are included.

Goal-Oriented Planning

Defining and strategizing for two specific financial goals within a 6-18 month horizon.

Investment Review

Investment education and a review of existing investments will be provided in every session.

Ongoing Monitoring & Adjustment

Periodic review of the plan`s performance and necessary adjustments.

Comprehensive Financial Blueprint

A detailed document covering all aspects, including investment and insurance recommendations.

Investment Portfolio Proposal (Basic)

Initial suggestions for investment vehicles.

Progress Reports

Two (2) brief progress reports during the engagement.

Access to Materials

• Bookplan Discussion (Financial Health Check Up) & Investment Plan

  

• Fixed Income Products (Deposits & Bonds)

  

• Mutual Fund Review

  

• Hedging Products (Gold vs USD) Review

  

• Stock Fundamental Analysis Part 1

  

• Stock Fundamental Analysis Part 2

  

• Stock and Mutual Fund Technical Analysis

  

• Additional Alternative Investment Products (P2P, Crypto, Forex)

  

(Number of meetings that can be realized adjusted to contract duration.)

Foundational Planning

All foundational activities from the 6-Month Plan are included.

Goal-Oriented Planning

Focusing on three to four specific goals, such as retirement planning, children`s education planning, and estate planning.

Investment Review

Investment education and a review of existing investments will be provided in every session.

Advanced Planning

Including in-depth risk profiling, advanced investment portfolio construction, and business financial integration.

Regular Performance Reviews

Scheduled deep-dive reviews of the entire financial plan and market updates.

Annual Comprehensive Financial Blueprint

A living document updated periodically.

Quarterly Performance Reports

Detailed reports on portfolio performance and plan progress.

Access to Materials

• Bookplan Discussion (Financial Health Check Up) & Investment Plan

  

• Fixed Income Products (Deposits & Bonds)

  

• Mutual Fund Review

  

• Hedging Products (Gold vs USD) Review

  

• Stock Fundamental Analysis Part 1

  

• Stock Fundamental Analysis Part 2

  

• Stock and Mutual Fund Technical Analysis

  

• Additional Alternative Investment Products (P2P, Crypto, Forex)

  

(Number of meetings that can be realized adjusted to contract duration.)