Our Services
Exploratory Meeting
We introduce our services while at the same time vetting clients. We will only offer retainers to clients who we feel will fully utilise our platform. This can be done in person or via a phone or video call.
Life Canvas
A Life Canvas is a personalized roadmap that goes beyond traditional financial planning. It’s a comprehensive plan that takes into account all aspects of your life, including:
- Financial goals: This includes savings for retirement, education, or a home.
- Career aspirations: Your professional goals and how they align with your overall life plan.
- Personal relationships: Your relationships with family, friends, and community.
- Health and well-being: Your physical and mental health goals.
- Lifestyle choices: Your hobbies, interests, and desired lifestyle.
Retention
At this stage, you decide to hire Financial Dots to operate your life plan. This involves:
- Implement a customised Life Hub to match your Life Canvas.
- Ongoing Evaluation and Plan Adjustments
- Complex problem solving when issues arise
- Community membership perks including investment co-ops and educational meetups
FAQ
Do you provide Financial Advice?
No, we provide Financial Guidance and do not give investment advice or manage investments on behalf of clients. We feel you already have this service or if not, we have people in our network that can.
Do you provide a Financial Plan?
No, we provide a Life Plan which we feel is more valuable and extensive.