Plans

We offer one-on-one Financial Consulting sessions with our World-class Financial Advisors and Coaches. We would take a holistic view of your financial situation, taking the time to understand your financial goals and behavior around money. Are you a saver or a spender? Do you struggle to stick to a budget? Are you looking for quick wins or have you got a long-term goal? Our Financial Advisor will inform and empower you, giving you the confidence to make your own financial decisions.

We offer financial sessions for couples to help partners improve their relationships. When it comes to money, arguments with your partner are just different than other kinds of fights. For one, they tend to get more heated faster and are more drawn out than other issues. Typically, a session seeks to be proactive to prevent these issues. In this session, we discuss how much each person makes, how much they spend, what their savings/investment goals are, and what risks they’re willing to take. A Financial Advisor who is a neutral party here further gives the couple a new and better perspective on how their finances should be navigated as a couple depending on what their financial goals are. Our Financial Coach will ask specific questions to help partners communicate in a healthier, more honest way, understand each other's perspectives and feelings better, and develop new ways of approaching conflicts with regard to money. We can also provide guides on how couples budget, invest and plan for a family.

We have a session for those who need to make financial decisions regarding their businesses. Most entrepreneurs are unsure of how to make the numbers run for them. Costs, revenue, profit, and ratios provide a path for sustainability many business owners do not envisage. In these sessions, we can discuss how to make more money, cut the costs of doing business, find new opportunities to do business, and find inexpensive ways to fund business growth.

Group sessions that involves one or more coaches and advisors working with several people at the same time. This type of session is widely available for a variety of businesses including private organizations, schools, religious institutions, community centers. We also have sessions for group of friends who want to get their life together and want to be on the same page on finances.