Money & Life Coaching
Today, young professionals are seeking Financial Planning earlier in their careers but often times are turned away because financial advisors are focused on asset management. At Coreplus Advisory, we believe that having a solid financial foundation sets you up for long-term success, and we want to be your partner from the beginning. Offering you a cost effective way to plan and manage your finances is something we are very passionate about. For RM2600/year, we will meet with you and help you with the following:
Return On Life Assessment
Cash Flow & Budgeting
Debt-Reduction Best Practices
Improving Your Credit Score
Investment Basics (Because it is Never too Early to Start Planning!)
Savings and investing plan
Private Retirement Scheme
Selecting the investments portfolio for your specific major life transition accounts
Will and trust planning
Disability & Critical illness
Medical & hospitalisation
Monthly Coaching Call
As young professional, you may have a plan for your money, but do you have a plan for your life? What will you do with the money you earn?
Money & Life Planning sets your Financial goals on a clear path. It helps you determine how much you need, what you need it for and clarifies how much is enough.
It is your interpretation of what you want your life to look like, what your goals, dreams and aspirations are. Once you know what your life goals are, you can decide how to invest your money to enable your vision.
In this way, your money starts working for you. And money means something; a means of achieving the vision you have for your life.
Your Journey to Financial Freedom Starts Today!
To get started, Book your 45 minutes complimentary consultation NOW.