Financial
Tune-Up
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
​
​
1
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.
2
Data Gathering
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.
3
Analysis
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.
4
Action Plan
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.
