I’m a Licensed Financial Planner with Expanded Scope. Specialized in preparing equity investment plan for retirements.
Though there are many types of investments available, my focus is in equity/stocks investments.
In 2021, I’m also a co-speaker for Shariah Investing 101 webinar. This webinar is sponsored by Bursa Malaysia-i.
It’s a one-on-one appointment with a licensed financial planner. The purpose is to establish dan define the client-planner relationship. The client and planner will determine whether the services offered will meet the client’s needs or not.
Second appointment with the planner. The planner will further assess the strengths and weaknesses of the client’s current financial situation. From the data gathered, we will discuss the merit and feasibility of any objectives that appear to be unrealistic.
We will review and re-evaluate the strategies implemented are still appropriate and assess the progress toward the objectives. If there is a change in the client’s circumstances, we will discuss and agree on any required changes.
The planner considers one or more strategies relevant to the client’s current situation that could reasonably meet the client’s objectives, needs, and priorities. The client will then be coached or advised to carry out all the strategies.