Frequently Asked Questions

Usually, financial planners advise you on retirement, insurance, investments and savings.

I do all that, but I also leverage my experience as a lawyer to bring my clients value-added services like language for will-drafting, breaking down the legalese in financial contracts and helping my clients conduct a risk assessment of their current and intended portfolios.

Although I divest from the restrictive nature of traditional counselling or therapy, my work adheres to the same key elements that make therapy successful:

• leaving my issues at the door
• a judgement-free space
• absolute confidentiality
• a relationship of trust and deep care
• advocacy for a kinder, more just world

I want to root for you so that you can find therapeutic comfort in having someone in your corner. Gradually, you'll be able to exit a fight-flight-freeze-fawn mode and grow into your favourite version of you.

If you are currently working with a therapist, my coaching will serve as a perfect complement to the brave healing work you're doing. We will reflect on the tools you've learnt in therapy and practise using them. I will witness your growth with pride.

I do not believe in letting misconceptions limit you. Please have a confidential discussion with me to determine what a financial plan could look like based on your life stage and goals.

It should start with your short-term goals and long-term objectives. From there, we will build an investment portfolio, do retirement and tax planning, as well as implement adequate protection needs.

You decide. I commit to reviewing your financial plans yearly or before any major life transition. However, if you prefer a different review timeline, we can work that out based on your needs and risk profile.