Setting your goals is vital to keeping your financial plan robust and dynamic. You want to glimpse into the future three, five, or 10 years down the road. Will you be ready to buy a house then? Maybe you will want that property in Bukit Timah to finally be yours? Will your kids be attending an overseas university? Are there other goals you haven’t even thought of yet…maybe because you felt that they were out of your reach?
Your experienced financial planning team should not only listen to and support the opportunities you want to embark on, but they should also know the shrewdest way to increase your capital, free up liquidity and point out opportunities you may not have been aware could be feasible for you.
01. INITIAL DISCUSSIONS
Our initial discussions with you are designed to determine if our financial philosophy is aligned with your personal and business objectives. Before we even get started; before we even sign the paperwork to onboard you as a client, we need to make sure that our visions and wisdom are a match. We don’t assume that every prospect will become a client because it is critical that we are both on the same page of your financial picture, and your goals.
02. ROADMAP VISUALISATION
Illustrating your current picture is next. We need to define where you are today to enable you to get where you want to go. In looking at your current and ideal financial aims, we can map a course toward your prosperity.
Setting your goals is vital to keeping your financial plan robust and dynamic. You want to glimpse into the future three, five, or 10 years down the road.
03. DATA COLLECTION
Our team collects and distributes your current statements, budgets, balance sheet, legal documents, and insurance policies to the corresponding professional on our team with the notes from our discussions around your hopes and dreams.
Each specialist analyzes the data then comes together for a round table discussion with their recommendations to help the client achieve their goals.
This is entirely centered around what our clients want their money to do. We create action steps and help our clients facilitate and navigate the multi-faceted approach to all the moving parts of their overall financial picture.
It’s truly a never-ending process as we routinely meet with our clients to make needed updates or adjustments. We look at the recommendations as the start to a multi-generational relationship that will last for decades as our doctor clients retire or sell their practices and pass on wealth to spouses, children, and charities.
I felt comfortable and at ease sharing my thoughts and concerns, and was pleasantly surprised by the well-thought out plan my adviser prepared for me.Anonymous Client
28, Female, Single Mother (Singaporean)
YOU DESERVE A FINANCIAL PLANNER THAT WILL HELP YOU CO-AUTHOR YOUR FUTURE.
You want a financial planner who stays involved in your decisions, and that can share new ideas with you to diversify or increase your wealth of which you may not be aware.
A financial steward should advocate for you and your family in the same way doctors are stewards for their patients’ health and well-being.