Optimize your Investments
Designed for people who are already investing and want to make sure they're on the right track.
The Financial Tune-Up is a personalized package where we review your current income, expenses, and assets so that you can optimize them for your goals.
This 750 AED plan includes:
Introduction and overview session, one on one, 30 minutes (in person or online)
Data gathering support
Analysis of your current finances
Analysis discussion session, one on one, 30 minutes (in person or online)
Action plan with your next steps
Overview of your Finances
In our first session together, we will look over your current finances to see where you’re at compared to where you want to be.
You will be given a form to fill out with some financial data so that I can do an analysis for you, as well as an additional task to help me understand your personal goals more fully.
In our second session together we will review a detailed analysis of your finances. We will focus comparing your status quo to your own goals and discuss where changes might be made.
You will receive a projected FI number and FI date, as well as steps you can take to adjust it as you like. Links to additional resources will be provided depending on your needs.