Fact Find 1on1

Step 1 of 3

Comprehensive financial advisory can consist of all of the below, but we advise you only to pick the ones that are Urgent ➕ Important to you to get started.

This is also a way for you to ‘test drive’ the advisory process by narrowing your scope or needs.

After you pick the issues you need to be resolved, we will then evaluate your application and response(s) to see if there is a good fit.

If we feel there is a good fit, we will then send you a link for you to self-schedule a phone call with us. In that phone call, we will:

1️⃣ Understand you and your current situation by asking, ‘what are the…’

🔸..things you need any advisor to look at?
🔸..approach you prefer?
🔸..outcome you’d expect?
🔸..actionable insights you’d find useful?
🔸..answers you are seeking?

2️⃣ Propose how we are going to address your situation

3️⃣ Quote you our consultation fees after understanding your situation and needs.

This is because fees will depend on estimated time needed to deliver the advisory, and the time needed depends on what advisory scope you need, plus how complex it is – which can only be known after we get to know your situation in detail.

We do NOT charge fees based on your net worth, income or value of your investment portfolio (in other words, how ‘rich’ you have). We think this is the fairest for you as a client.

Lastly, highly recommend you to check out our extensive clients’ testimonial HERE – https://howtofinancemoney.com/testimonials2/

And Frequently-Asked-Questions page here: https://howtofinancemoney.com/faq

Contextually, our advisory will address your ‘Unknown Unknowns’, but often, it will also cover the ‘Known Unknowns’ or the ‘Unknown Knowns’

Fact Find 1on1 by CF Lieu - Certified Financial Planner Malaysia

Part 1

(you can tick as many as applicable to you now)