Booking A Consultation With Personal Coach
As certified financial advisors and money experts, our goal is to help individuals take charge of their finances. We understand that financial goals can be unique for each person which is why we also offer customized solutions for our clients.
Have you been looking for a customized plan for managing your money? We offer one-on-one consultations with qualified financial planners, where each session is personalized and solutions are shared tailored as per your individual need.
Our advisors provide financial planning in the interests of clients and with the highest ethical and professional standards. They will help you understand your money, and develop practical, easy-to-understand financial solutions for every stage of your life.
You too can get access to our qualified financial planners and their bespoke solutions for your financial life. Book a personalized consultation today.
How Does it work?
Let's Connect
To help you, we need to know more about you! You will have to fill in a few details while booking an appointment for our first session. Our team will then reach out to you with an investment agreement that must be signed before our first meeting.
Understanding Your Goals & Priorities
We will connect over video chat for 3 sessions to further understand your financial situation, lifegoals, priorities and to assess your risk profile and spending habits.
Analysis & Advice
Once we have enough information, we will create a customized plan for you. Usually there will be some trade-offs that you will need to make when it comes to meeting your goal. We will share the relevant options with you to help you make an informed decision based on your priorities.
Get Started On Your Journey
Now that you have a plan, we will open the relevant accounts for investing your money and help you implement the plan that has been put in place.
Monitor Your Progress
You can track your portfolio at your fingertips via our mobile app. And, we will also regularly monitor and evaluate your progress in meeting your financial goal.