Service
Financial Coaching Plan - One-off
(0 Ratings)
1
$75.00
- A one-hour financial advisory session where I understand your financial pain points and discuss different investment opportunities that suit your needs, such as stocks, bonds, mutual funds, ETfs, REITs, and others
- Monthly nudges to ensure you're consistent with your investment and financial plan.
- One mid-year review of your investment portfolio.
- Investment tracker, debt repayment plan, and budgeting plan.