The 60-minute financial plan consultation is a one-on-one Zoom meeting where we help you create a personalized financial plan. This session is designed to evaluate your current financial situation, set clear financial goals, and develop actionable steps to achieve them.

Financial planning helps you:

• Gain clarity on your financial situation
• Set and prioritize financial goals (short and long-term)
• Develop strategies to manage debt, save, and invest
• Build a roadmap for achieving financial independence
• Reduce financial stress by creating a clear action plan

Financial planning is essential for anyone who wants to take control of their financial future. It helps you:

• Understand your income, expenses, and savings better
• Create a realistic budget and spending plan
• Make informed decisions about debt repayment and investments
• Build wealth over time through a structured approach
• Prepare for life's unexpected events by planning for emergencies and insurance needs

We use Zoom to make the consultation process more convenient and accessible for you. Here are the benefits:

• Flexibility: Attend the consultation from anywhere, whether you're at home or on the go.
• Time-saving: No need to travel or meet in person—simply connect via Zoom from your device.
• Ease of use: Zoom is user-friendly and allows for easy screen-sharing, so we can review documents, budgets, or financial plans in real time.
• Personalized experience: Zoom allows for face-to-face interaction, providing a more personalized and comfortable experience.

Before the meeting, it’s helpful to gather the following information:

• A list of your financial goals
• Recent bank statements and income details
• A summary of your monthly expenses
• Information on any debts (loans, credit cards, etc.)

This information helps us make the most of our time together and develop a more accurate plan for you.