Financial Review Session
You know how much you earn. But do you know where you stand financially?
A minimum 2-hour session with a Certified Financial Planner (CFP®) to understand your financial position as a whole.
OVERVIEW
Most people measure their finances by one number: how much is left in their bank account at the end of the month.
But financial health is determined by how different parts of your finances work together — your income and debt, emergency funds and expenses, assets and liabilities.
The Financial Review Session helps you put those pieces together. Guided by a certified advisor from start to finish, we map your current financial position, assess your financial health, and identify what may need your attention first.
WHAT YOU'LL RECEIVE
A minimum 2-hour online session with a Certified Financial Planner (CFP®)
A complete mapping of your cash flow, assets, and liabilities, completed together during the session
A Financial Health Report assessing your position against key financial health ratios
A prioritized list of next steps, based on the areas that require attention
HOW IT WORKS
STEP 1
Register for your session and receive a checklist of the financial information you'll need to prepare.
STEP 2
Meet with your advisor for a minimum 2-hour session. Your advisor will guide you through the financial mapping process — you won't need to complete an online assessment on your own.
STEP 3
Receive your Financial Health Report and discuss your key findings and priorities with your advisor.
INVESTMENT
IDR 1,500,000
Starting from — per session
FREQUENTLY ASKED QUESTIONS
1Will I be offered insurance at the end of the session?
No. The Financial Review Session is a standalone paid advisory service, and no products will be offered during the session.
If the review identifies a gap in your protection, it will be included as one of the findings. Whether you choose to take any further action is entirely up to you.
2What information do I need to prepare?
You'll need an overview of your monthly income and expenses, assets such as savings, investments and property, outstanding debts and installments, and any existing insurance policies.
We'll send you a complete checklist after you register.
3How is this different from Comprehensive Financial Planning?
The Financial Review Session gives you a picture of where you stand financially today.
Comprehensive Financial Planning builds a longer-term plan to help you move from where you are today toward your financial goals.
Many clients begin with a Financial Review Session to understand their current position before deciding whether they need further planning.
4Is my information secure?
Yes. Your information is used solely for the purpose of your financial review and will not be shared with any third party without your consent.