Financial Consultation

I am starting my Wealth Coaching Practice.

I provide Wealth Coaching to people. Till date, I have helped several of my closest friends and family members to dramatically improve their financial status and well-being. I am doing this to reach out to people who has the desire to improve their lives. I want to help people to achieve financial freedom to pursue their dreams and passion earlier rather than late. I believe my knowledge and experience will add value to you by increasing your financial awareness and co-create a financial blueprint that is curtailed for you. See below image, this is what I intend to walk you through.

Investment Portfolio Review

  • Investment objectives and risk profile
  • Portfolio diversification
  • Individual stock top-line analysis

Personal Wealth Review

  • Protection Gap Analysis
  • Strategic wealth asset classes allocation
  • Individual financial ratios analysis
  • Personal financial review report

Contact Jason today at jcprojectfreedom@gmail.com for your FREE Discovery Session!