FinPlan4U Premium
Inclusive of:
- 4 consultation sessions with your planner
- Gathering personal & financial information
- Defining financial goals
- Identify financial gaps and opportunities
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Expert analysis of your situation (debt, investment, insurance, savings, etc)
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Personal financial goals assessment report
- Tailored execution strategy advice
- 6-months progress monitoring and adjustment
Talk to a licensed and experienced financial planner now.
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.
RM899
FinPlan4U Premium
Tailored execution strategy advice to achieve your financial goals with 6 months progress monitoring and adjustment
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?
- And together, we will strategized how to get there systematically.
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Guiding you to take actions according to your financial roadmap over the next 6 months
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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.