We want to hear your story. What is your background ? What are your dreams and your goals ? What are your concerns ? What do you value most ? This dialogue will help us in understanding you as well as laying a foundation for our relationship.
You may have savings accounts, investment accounts, loan accounts, insurance plans, credit cards etc. We will assist you in getting your Financial stuff organized and also help you take control of your Cash flow.
Once we have an understanding of your current financial situation, we will help you explore future possibilities and alternative scenarios with respect to your goals and any tradeoffs that may be involved.
Finalize action plan
We will go through the recommendations and show you how each one further improves the path towards achieving the stated goals. It will provide you an opportunity to understand how each recommendation would work and to decide which ones to proceed with and in what order.