FinPlan4U Standard
Inclusive of:
- 2 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 Plus & 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.
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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.
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.