Personal Financial Check-up II

Abacus Advisory's Personal Financial Check-up II coaching package consists of four 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

3rd Meeting

• Review your financial coaching session
• Assess and create your personal risk management action plan
• Assess your debt portfolio and create your debt management action plan
• Assess your asset distribution mechanism and create your assets distribution action plan

4th Meeting

• Review your financial coaching session
• Apply time value of money and rule 72 to your money management
• Calculate your personal retirement fund and review your retirement fund status
• Analyse your investment portfolio and create your investment portfolio

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