Personal Financial Check-up I

Abacus Advisory's Personal Financial Check-up I coaching package consists of two meetings:

1st Meeting

• Identify your financial behaviour
• Assess your emotions towards money
• Understand your money management process
• Assess your asset management skills
• Assess your financial skills and outlook
• Assess your spending habits
• Assess your debts management skills
• Develop your financial philosophy
• Review your financial coaching session

2nd Meeting

• Review your financial coaching session
• Assess your cash flow and net worth position with  financial indicators
• Develop a SWOT analysis of your present financial status
• Create your financial action plan
• Create your practical financial disciplines
• Create your monthly spending plan
• Review your financial coaching session

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