Course Description

1) Basic Plan (Starter)

Best for: Salaried individuals & beginners
Includes:

Financial Clarity Starter Package

Build control over your money. Establish strong financial foundations.

What’s Included:

Financial Health Check

A complete review of your current financial position, including income, expenses, savings behavior, and financial habits. Identify gaps, risks, and opportunities for improvement.

Budget & Savings Plan

A structured, personalized budgeting system designed to help you:

• Control monthly expenses
• Improve saving discipline
• Build consistent surplus cashflow

Basic Debt Review

Simple assessment of existing debts:

• Interest burden overview
• Repayment priority suggestions
• Basic debt reduction direction

Basic Investment Guidance

Introductory guidance on:

• Safe investment principles
• Risk awareness
• Beginner-friendly allocation ideas

1 Private Consultation Session

A focused one-on-one session to:

• Analyze your financial situation
• Answer key questions
• Create a clear next-step action plan

Outcome:

You leave with clarity, structure, and a simple financial roadmap to start improving your financial health immediately.