As a financial consultant my Objective is Simple
It is to facilitate valuable discussions where you can freely
Financial planning is about You
It involves developing a comprehensive and tailored solution to manage your finances, which includes budgeting, investing, retirement planning, tax planning, and risk management. The aim is to help you achieve your financial goals, such as saving for retirement, funding your child's education, buying a house, or starting a business.
Ultimately, financial planning is a ongoing process that evolves changing circumstances and goals. By focusing on you, financial planning can help you make informed financial decisions that align with your values and goals and lead to long-term financial security and success.
What Others have to say
Kenny breaksdown complicated financial and insurance terms into easy to digest nuggets of information. I find him very knowledgeable and resourceful and I know I will be in good hands. I am pleased to have Kenny as my financial consultant.
Kenny is very knowledgeable and insightful. His explanation is easy to understand. Given the fact that he was in IT industry, Kenny is able to understand us IT professionals and provide me with useful analysis of my situation and offers practical solutions. Kenny is a trustworthy consultant
I like Kenny's objective approach on my finanicial situation. He provides me with honest analysis on my finances and gives practical solutions. I also like that he doesn't sugarcoat his solutions but gives an honest comparison. He possesses an admirable bedside manner in dealing with these tough financial situations.
Looking forward to having a Meet Up with you
I understand that financial uncertainty can be overwhelming. Don't worry, I'm here and eager to help you navigate through it.
Collaboration Discussion
Let's explore the exciting potential of forging sustainable, win-win partnerships, where everyone can leverage each other's expertise and resources to achieve shared success.
Financial Health Check Up
The purpose of this discussion is to assess your financial health and identify areas that need improvement, such as money management, investing, insurance, or retirement and estate planning. We will provide customized recommendations and practical steps to help you improve your financial situation.
Financial Planning Discussion
Discover how to gain clarity on your finances, increase your cash flow, and achieve your financial goals, among other benefits.