Well, of course you do…who would ever say they don’t appreciate useful, actionable advice that enable you to:
- Not worry about money…
- Be in control of your money…
- Outdo your peers…
- NOT wait 20 years to see result, right?
The REAL question is — how do you get credible, actionable advice you need NOW?
There are countless free ‘financial tips’ and so-called financial salesman disguised as ‘financial planners’ out there, so where do you start?
Truly, there’s no lack of information; there’s actually TOO MUCH information to the point you feel overwhelmed.
Our clients came to realize, in the journey of attaining Financial Independence or Early retirement in a world of information overload, data and knowledge alone can only get you so far.
Does this resonate with you?
How to filter the actionable financial information from the noises; you know, information that’s actually useful and makes a positive difference in your life?
And who to really trust?
The reality is that you will NEVER be able to learn everything there is to know about financial planning or financial management – it’s such a broad topic and the financial world is ever changing. Even I don’t focus on everything.
Because it’s nearly impossible.
But I’m still able to get amazing testimonials from my clients because once I understand the issues you are facing, I know what matters now, and what can be ignored until later ~ helping you with advice that actually move the needle.
As you can see from my extensive testimonials here, I know my stuff.
This is what I do better than anybody — rapidly drill down what you really need and advise you with actionable steps how to resolve it right now, no holds barred and no BS.
This is the main reason I’ve been able to work with so many household names and big brands in the financial industry, like the ones below.
I’ve gotten so good and focused at my craft in helping clients get their financial woes resolved that I now have my schedule booked at least 2 weeks in advance.
So the real question isn’t if I can help you with actionable advice… it’s whether or not you feel it is Urgent AND Important enough to engage me.
But I’m not a salesperson, I honestly hate sales more than anything else. I’m an engineer by training… an analytical guy… I’m a problem solver… which is why I don’t do any ‘prospecting’ activities – simply because prospects come to me, instead of me chasing after them.
I like focusing on what I am good at and only that, which is: pinpointing the exact actionable advice you need.
SO — if you want to consider engaging me 1on1, keep reading…
STEP 1: DO THIS NOW
Start by clicking here You’ll see a brief series of questions you’ll need to answer.
Nothing too crazy, I just need preliminary info about what you bothers you, what scope of advice you need etc.
That way we can understand your situation before we talk and get right to business.
Answer these questions as accurately as possible, and be absolutely sure your contact information is correct so we can reach you.
STEP 2: HERE’S WHAT WILL HAPPEN NEXT
Once you’ve filled out the fact-finding form, I will get in touch with you via email first, usually within 24 working hours and send you further information on what to expect.
(note: sometimes my email may end up on your junk or spam folder because the way your gmail/yahoo/hotmail filters email from someone new [me]. So please check your email junk/spam folder after 1 working day if you don’t see my email in your primary inbox)
After that, I’ll send you a link to self-schedule a fact-finding call.
Your initial call will be between 30 and 45 minutes.
This is where we really begin working to figure out exactly what you need, and how to make it happen.
At that point if you see the value in working together, great. We’ll talk and see if I’m able to take you on as a client.
If you don’t want to move forward, that’s fine too. Worst case you would have received some free advice from me or my team member.
Here’s a tip:
You may want to ‘shop around’ but make sure you ask for 2 things before engaging any adviser –
1) real, verifiable clients’ testimonials – the more, the better and
2) track record of being engaged by corporate organizations as Subject Matter Expert.
You don’t want to engage an adviser whose achievements are sales-related ‘awards’ like MDRT or incentive trips.
Ultimately this is for people who take charge of their financial matters seriously.
If that’s you, today is the day you step up and take action. Proceed below to submit your inquiry.
Lastly, in case you are wondering whether I, CF Lieu, is the best adviser out there you can find, listen below
Note: We no longer conduct any face to face advisory session as of 2020. All are conducted using Zoom.
Even if strict SOPs are followed, there is still high risk of contagion, see a doctor’s personal sharing below.
Because we are the caretakers of our clients’ financial affairs, we have to ensure we are healthy so we can serve our clients sustainably.
Likewise, we want to protect you and your family.
If not meeting face-to-face is a deal breaker for you, then please do not fill in the contact form above.