1. Discovery Meeting
This is a complimentary meeting where we get to understand and assess your financial and lifestyle goals.
2. Financial Planning
We create a customized plan to help you reach your financial and lifestyle goals. Our financial plan is a comprehensive document detailing the opportunities discovered and analytics behind the plan.
Here is where collaboratively we put your plan into action. We agree on how much money will be allocated towards loans, downpayment, insurance, investments, etc.
4. Follow Up
As part of our ongoing service, we will have periodic check-ups to ensure that you are heading towards the right direction.