General Financial Planning
A financial plan is just like a modern-day “GPS”, that hooks you so that you are not lost in the VUCA (Volatile, Uncertain, Complex and Ambiguous) financial world. There are broadly two Plan writing
services we provide;
- Comprehensive Plan Writing
- Goal-Based Plan Writing
As we all know, once a plan is written and documented, the probability of converting goals to reality becomes very high.
The purpose is, guiding our clients to achieve their unique goals through a comprehensive financial plan, where MintBox Advisory conducts an in-depth review of client’s personal values, motivations, finances, investments, and business affairs to develop an integrated and long term plan that is customized to their life. A Financial Plan is just like a roadmap to the destination; unless it is worked upon thoroughly, even a small distance can take a long time. Our general financial planning process is executed through the first three (3) sets of meetings with our client, which is explained in detail in our process section, please click here to read more and leave the execution/review section to the customer’s choice. That means, once the plan is presented, we allow our customers to execute the same at our platform or anywhere else he/she feels comfortable with.
