Service
Financial Coaching - Platinum Plan
(0 Ratings)
1
$184.33
- First onboarding session with me.
- Prepare a portfolio allocation for you and family (including kids) showing all kinds of investment (stocks, bonds, mutual funds, etc)
- Be on top of issues such as app and account related.
- Monitor your entire portfolio and give advice and recommendations that will maximize wealth.
- Introduce you to offers such as local stocks, commercial paper, bonds, shortlets, REITs and others.
- Recommend helpful personal finance apps and brokerage firms.
- Access me anytime via WhatsApp.
- Monthly Meetings