Complimentary Consultation

The purpose of the consultation is to allow you to test drive fee-based financial advisory so that you can determine first hand if it is the correct next step for you.

During this session, I will answer any questions you have, discuss the challenges you face, and the goals you want to achieve. Together, we will map out best next steps for your personal path to wealth. The goal is for you to walk away with tremendous value and a direct experience of financial advisory so that you have all the information you need to make a smart financial decision.

While there is never any charge for this session and you are never under any obligation, I do request that you respect my time and only request the appointment if you are genuinely considering a financial advisory relationship.

You can schedule your appointment by completing the form below with the following information:

1. List three dates and times that are convenient for your calendar. You should budget up to two hours for the consultation even though it may last anywhere from 45 minutes to two hours – depending on need. Consultations are limited to 9 am -4 pm (Malaysia Time) Mon-Fri. so please request your time within those guidelines.
2. Include a brief note about yourself and what you’re looking to get out of the consultation. A high level overview that briefly explains your situation and needs is all that is needed. Nothing long – just a few brief sentences will do.
3. Double-check and triple-check your email address for accuracy so that I can respond. Please use only your primary email address.

I will then reply back by email confirming which of the three times fit into my schedule. I may also include some questions and thoughts for you to consider prior to our session to help you maximize the value you get from your consultation.

Thanks,
Elsie Aw Yong
ElsieTheFinancialPlanner.com