You will need your complete financial details including your income and present assets and liabilities situation, as well as your own personal dreams and desires. *I will, of course, be signing an NDA to assure you that your private information will remain confidential.

Absolutely not. Anyone is welcome to sign up.

There is no age barrier at all. Of course, the more time one dedicates to planning, the better your results will be --  so if this is something you think will add value, don't delay signing up!

No, I will not be making any investment decisions for you. I might, of course, offer my view points and share recommendations.

In short...well-being! I am constantly surprised at how many people remain unsure about where they stand financially, where they want to go, and how to chart a path. I intend to help lift this fog and create a space for future planning customised to you. At the end of your plan, each client will also receive a set of custom-built tools to enable them to continue their journey independently. 

The custom-built tools will help you chart your vision, net worth, budget, expenses, and cash flow.

Each session, excluding the first "free" session, will be approximately two hours. Having said that, if we feel more time is required, there will be no restrictions on the time limit from my end. 

By all means. This is a team effort and if you are not single, then it is absolutely recommended and more beneficial if your spouse is involved in the process.

We will mutually agree on a check-in date in the future (under 12 months) where we will reconnect to review how the process is working for you and whether there are any hiccups we can work on.

Yes, my primary focus is the well-being of my clients so if there are any questions between sessions, I am more than happy to assist. If the issues require substantial time, I may recommend a single ad-hoc session.

If you are unsure of your commitment, please select our "Test the Waters" plan. You may pay 50% of the total plan price to guarantee you the first two sessions with me, after which you have the option to cancel should you choose to. See here for additional details about our plans and pricing.

Just as your information is kept confidential, so is the case for all my clients. However, please see here for testimonials from previous clients which will hopefully provide any assurance you are looking for.