FinPlan4U Plus
Inclusive of:
- 3 consultation sessions with your planner
- Gathering personal & financial information
- Defining financial goals
- Identify financial gaps and opportunities
- Expert analysis of your situation (debt, investment, insurance, savings, etc)
- Personal financial goals assessment report
- Tailored execution strategy advice
- 6-months progress monitoring and adjustment*
Talk to a licensed and experienced financial planner now.
*able in FinPlan4U Premium coaching
Rachel Wong
Rachel Wong is a financial coach in a leading financial institution in Malaysia. Over the past 10 years, she has helped many individuals and families, especially professional working class and families with kids . With her proprietary strategies and advice, they now have clarity and take better.
She believes that with the right strategies, parents deserve to live a life they truly desire upon retirement, while providing the best education possible for their children.
RM799
FinPlan4U Plus
Tailored execution strategy advice to achieve your financial goals
Our licensed financial planners will walk you through a proprietary wealth discovery process to find out
- Where you want to go... What's most important to your life, to set actual financial goals?
- Where are you now financially, what are the strength and weaknesses of your current finances?
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And together, we will strategized how to get there systematically.
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Frequently Asked Questions
Can I get a refund if I'm unhappy with my purchase?
As stated in Teachable's Terms of Use, Coaching IS NOT covered by Teachable's 30-day student refund policy. As such, we highly recommend that you add your own refund policy here.
How do I schedule my appointment?
Upon purchasing coaching, you'll receive further instructions on how to book a time for your appointment.
Can I purchase coaching more than once?
Absolutely! If you find yourself in need of coaching more than once, simply purchase the coaching again.