Specialist or Mid-level Manager Package

Service Description

Why Book This Service? As a mid-level manager or specialist, you’ve worked hard to advance your career. While you’re excelling in your role and managing daily responsibilities, you might not always have the time—or expertise—to prioritize your personal financial planning. Ask yourself these questions: - Am I saving and investing effectively to secure my financial future? - Is my family financially protected if something unexpected happens to me? - Will my employer-sponsored pension be enough when I retire? - What steps should I take if I want to buy a first or second property? - Am I saving enough for major life goals like my children’s education? If these questions leave you feeling uncertain or unprepared, you’re not alone. This financial planning package is designed to help you take control of your finances and set clear, actionable goals for the future. What You’ll Receive After these sessions, you’ll walk away with a customized financial plan that includes: - A thorough review of your and your family’s Balance Sheet and Income Statement. - An evaluation of your life insurance, critical illness, and asset insurance needs (if applicable). - An analysis of your emergency fund readiness. - A feasibility assessment of your financial goals within the context of your current situation. - Guidance on whether you need a will or estate plan. - A summary of actionable recommendations in a detailed conclusion email. Who Benefits from This Service? This package is designed for driven professionals, including: - Mid-level managers across industries. - Specialists in fields like IT, engineering, marketing, and more. Why Choose This Service? In addition to delivering personalized financial insights, I will recommend financial service providers—whether from my affiliated organizations or trusted third parties—to ensure your best interests are served. My commitment is to provide fair, transparent advice tailored to your unique goals, even if it means suggesting options outside my network.