This is an informal ‘get to know each other’ meeting offered at no charge and without any obligations. We listen and discuss about your unique situation, your goals, and what you are looking to accomplish. You will also get your immediate financial questions answered. We will also tell you how we will add value to your finances, which will help you decide whether we are a good fit for you.

This meeting is all about ‘organising the information’. We help you identify which bit of information is important and which are not. We will discuss your current investment holdings, your personal and financial goals, understand your time frame, and recognise your challenges.

Here we present our ‘analysis and evaluation’ of your current financial status. We present our analysis of your assets, cash flow, loans, insurance coverage etc and also help you evaluate your risk tolerance. We help you prioritise your goals and explore financial trade offs, review your financial expectations and discuss strategies.

Time to present our craft! We present your financial plan for the next 12 months with our implementation strategies and help you understand the recommendations to make an informed decision. These would include - investments, insurance, estate plan, loan restructuring, retirement, and more. We provide actionable steps you can take to meet your goals.

At this stage, the new investment strategy is put in place and we start implementation of your agreed actionables as per the financial plan. The progress is monitored in a timely manner and necessary changes are made if required.