Personal Financial Plan

Service Description

The personal financial plan is created through the analysis of the current monthly cashflows of the individual in parallel to the individuals long term financial goals. The plan will cover all money management aspects in addition to the future allocation of cashflow. The main goal of the personal financial plan is to reach the right balance between experiencing the current life pleasures while securing a person's financial future after retirement. This service is inclusive of all the consultation sessions required for the plan. The plan may be revised or updated within six months of the plan's initial delivery to the client.