Abacus for Money - Carol Yip Financial Planner, Financial Advisor, Financial Consultant, Financial Coach - Kuala Lumpur, Petaling Jaya,  Malaysia  
 
  The Abacus Academy nurturing personal money intelligence 中文  
     

Personal Financial Check-up II

Abacus Advisory's Personal Financial Check-up II coaching package consists of four meetings:

1st Meeting

  • Identify your financial behaviour
  • Assess your emotions towards money
  • Understand your money management process
  • Assess your asset management skills
  • Assess your financial skills and outlook
  • Assess your spending habits
  • Assess your debts management skills
  • Develop your financial philosophy
  • Review your financial coaching session

2nd Meeting

  • Review your financial coaching session
  • Assess your cash flow and net worth position with financial indicators
  • Develop a SWOT analysis of your present financial status
  • Create your financial action plan
  • Create your practical financial disciplines
  • Create your monthly spending plan

3rd Meeting

  • Review your financial coaching session
  • Assess and create your personal risk management action plan
  • Assess your debt portfolio and create your debt management action plan
  • Assess your asset distribution mechanism and create your assets distribution action plan

4th Meeting

  • Review your financial coaching session
  • Apply time value of money and rule 72 to your money management
  • Calculate your personal retirement fund and review your retirement fund status
  • Analyse your investment portfolio and create your investment portfolio

Book now!


This financial consultation package is ideal
for young professionals embarking on their new life after
graduation or adults who are seeking ways to improve their current financial status and who are committed to achieve their ultimate goal ...
financial freedom!
 

BOOK NOW!