A Total Financial Solution

Together, we can advance your financial wellness. Joining hands to advance your financial wellness.

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Service 1

Learn Practical Tools To Budget And Save Money

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Service 2

Personalized Investing Service For Women

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Service 3

Understand Your Financial Wellness Health

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Financial Coaching

One-on-one phone discussions; Guidance for every age, financial background and life event. Budgeting, savings, debt and credit management.

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Investment Consultation

Saving strategies for retirement; basic wealth management coaching; planning for college education costs; Stock market introduction.

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Wealth Management

Learn the power of compound interest; goals planning; tax planning; investing estate planning basics.

CASH FLOW MANAGEMENT

Learn where your money is going; money coming in and money going out.

RETIREMENT PLANNING

Learn strategies for passive income; Learn the basic of retiring early or retiring late.

INVESTMENT COACHING

Learn the basics about investing; know if you want to enter/exit stock market; Learn if you are risky or not.

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FINANCIAL RISK MANAGEMENT

Learn to safeguard your financial future; understand your financial goals, and tolerance for risk, and build a solid foundation for your financial success.

INSURANCE PLANNING

Learn the ins and outs of insurance planning; believe in the power of knowledge, be informed, and protect what matters most to you.

TAX PLANNING

Learn the Art of Strategic Tax Planning; take control of your taxes and unlock new possibilities for financial growth.

INVESTMENTS

Before embarking on any major investment plan in equities and bonds, the reader is well
advised to ensure that the basic necessities of life are fulfilled.

PLAN FOR HOUSING

It is a good investment to consider before going for volatile investment plans.

THE RISK APPETITE

Only when the basic necessities are taken care, one is in a position to consider.

STOCK MARKET

Although it delivers high returns, sound understanding of the stocks and its movements.

MUTUAL FUNDS

Considered as a safer alternative to stock market as the risk is spread across different industries.

ANALYSE YOUR NEGATIVE BELIEFS ABOUT MONEY AND DISCARD THEM TO BREAK FREE FROM THE FINANCIAL BONDAGE...

What people say?

My family don’t talk about money and I was afraid to ask question, Financial Wellness Help coach was understanding and didn’t confuse me with fancy words.
Carol
Carol
I am a black woman, 56, and divorce. My husband handle all the finances and I had no idea where to start. They understood the fear I had about not knowing much- and now having to go back to work. They were more of my mental coach and then my financial coach. Thank you.
Navie
Navie
I always heard of the stock market and people telling me to get in on it, but I was too afraid to tell them I just don’t understand it. Financial Wellness Help coach, teach me the basic in an non threatening way and allow me to learn and dip my toe into stock names I know. Wow Wow.. it wasn’t that bad.
Francis
Francis
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A Total Financial Solution

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