Why meet and work with me?
Many people wonder about this question even before meeting a financial advisor so I thought it would be better to be proactive to share with you first.
- I believe in building TRUST in making meaningful and purposeful decisions for a person rather than to go there to sell a product.
- The first meeting is always about understanding each other’s values and looking to see if we both feel comfortable with each other for the LONG TERM working relationship. Only when we both feel the same about our values, then do we move forward with the DISCOVERY PROCESS.
- I am PROCESS DRIVEN rather than product driven.
- Increased clarity of direction for the future – So often, we are pushed by external factors that decide on our future of our lives. When we have clarity, we making decisions to grow our crucial and meaningful part of our lives. I’m more like a financial coach who asks thought provoking questions for a discovery process to allow you to grow towards your MEANINGFUL financial milestone in life.
- I want to provide a VALUE ADDING relationship rather than a product selling relationship. The question I always ask myself is “What have I done over the last 12 months to make sense for this person to work with me? And what will I be doing over the next 12 months so that it will be meaningful partnership with my client?
- Increased Confidence for yourself - Very often, we focus so much on the financial goals of life without understanding how it fits into our life goals. For me, I want to be UNIQUE and DIFFERENTIATED. We work towards taking a person on a discovery process to focus on life goals and from there, fit the financial aspects of life so that it’s a MEANINGFUL and PURPOSEFUL decision.
- Increased Time saving for you – Many people spend a lot of time looking for the “best” product, but may have “INAPPROPRIATE” advisors working for them, especially when the advisor leaves the industry and contracts are from all over. What is more important is to find the “BEST” trusted financial coach and leave the legwork to be done by me to understand your personal situations and customize solutions to fit into your unique situation. When a person works with me, I provide a lifelong service.
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