Please note that this is NOT a public program. For Financial Gym and Investment Gathering Members Only
You have attended my various programs on the different investment instruments and strategies. However, you like a more customized solution to understand how to put everything in place to achieve your objective. This program is for you!
The following steps will be carried out:
1. Discussion of Investment Objective – We will lay down all your potential financial needs, both current and in the future, in absolute dollar terms.
2. Discussion of strategies to meet the financial needs – With the understanding of financial requirements, we will explore the different instruments, ranging from Insurance, Fixed Income, Stocks, Bonds, REITs, Funds and Properties, to see which one is best to achieve your objective.
3. Proposal of Different solutions based on your Risk Appetite – Very often, there are more than 1 solution to achieve your objective. We will look at the risk for different solutions and guide you into selecting what is most suitable for you
4. Action Plan – A clear step by step plan will be listed out for you to implement on the strategies agreed upon.
This 1-to-1 coaching program will be carried out over a 2 hours session over zoom. (Spouse is welcome to attend)
After the program, participants will get a report with clear outline of the discussion output.
If subsequent session required, the fees will be $200 per hour
Please note that the session will NOT go into any specific stocks or product recommendations. As the title suggest, the program focus on the regular activities you should under take to build your wealth accumulation systems.
Will be great if you can drop me an email first to confirm the schedule before registering for the program.