
Turning Your Financial Dreams Into Reality
Consultation
240 KD
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Need a one to one conversation with an expert
If you ever felt overwhelmed with all your money issues (in debt - don’t know how to save - don’t know how to invest - don’t know what you want) then you need to talk to me (Sara Al-Tarkait) your Financial Advisor and this is what you will get:
1. Pre-Consultation Intake
I will send a form to understand:
- Income sources & expenses
- Debts & liabilities
- Savings & investments
- Financial goals (short-term + long-term)
- Lifestyle priorities (family, travel, business, etc.)
[Purpose: Save time and set the tone for a goal-focused session.]
2. Discovery Call / First Meeting (60–90 mins)
- I will start with values, lifestyle, and current mindset around money.
- Clarify goals: e.g., buy a home, retire early, start a business, pay off debt.
- Review numbers: I use spreadsheets to highlight:
- Cash flow
- Net worth
- Spending habits
- Identify gaps or pain points: What’s missing, inconsistent, or holding them back.
[This session is more diagnostic than prescriptive — no jumping into solutions too fast.]
3. Plan Design / Strategy Creation (Done After the Call)
- I will create a simple, clear roadmap that may include:
- Spending plan / Spending system
- Debt payoff strategy
- Emergency fund goals
- Investment & retirement overview
- Income growth ideas (side hustle, career moves, etc.)
- I will use tools like:
- Google Sheets or Notion dashboards
- PDF summary with action steps
- Visual timelines
[It will be easy to follow — the goal is clarity, not complexity.]
4. Follow-Up Session (30–60 mins)
- Walk through the plan
- Adjust based on feedback
- Answer questions and set milestones + accountability
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