Services

Allows you to help navigate your financial life journey.  It will show you the road map of where you were in the past, where you are at present, and where your future is heading.  It gives you projections.  Importantly, it gives you a chance to pause, plan and prepare for a better future.  For example: If you are stuck deciding whether to fund your retirement and/or put money into your children's education.  If you are worried and feel guilty about spending money on your discretionary expenses such as travel etc. If you are charitably inclined and need to know how much you can afford to give to the causes you believe in.  Financial Life Plan does give you a solution to either NOT hoard OR spend like there is no tomorrow.  It will prepare responsibly for your big/unexpected life changes.

Not everyone is ready to go through a comprehensive financial life plan.   There are times when you need help in one or a few areas of a financial plan, such as cash flow needs OR crafting an investment portfolio OR understanding your work benefits OR Need help with ESG, Faith Based Investments - Halal investing etc.  Here is where a modular financial plan strategy will be ideal, where you will get coaching and direction with a modular plan to empower you.  

If you are looking for guidance on finding your own available resources at your fingertips, having a conversation over a phone call or Zoom session will get you started.