All of us have aspirations in life – whether it’s your desired lifestyle, holidays, a dream home, your children’s education, retirement, or anything in-between. And these goals will change, as we journey through various life stages.
Financial planning is a road map that guides you through each stage of life, leading you to accomplish each of your financial milestones – and living your best life.
No financial concerns
Relies on parents for living expenses
Begins earning an income
Saves money for immediate needs and short-term aspirations
Needs protection against unexpected events (i.e. critical illnesses, disabilities), or needs to see if their existing protection is sufficient and well-balanced
Stable career and income
Has more financial commitments (i.e. children, car loan, mortgage, supporting parents)
Expands financial plans to include the family (i.e. spouse, children, parents, family vacations)
Concerned about retirement
Wants a comfortable lifestyle, enabled by a source of recurring income
Need enough money (and protection) to cover any medical bills
Thinks of leaving a legacy (i.e. sum of money) for their children
With so much to think about, it’s easy to get overwhelmed when trying to figure out your finances by yourself. Don’t worry, our financial consultants will guide you through the process, step-by-step.
By the end of a consultation session, you will gain a much broader understanding of your financial situation – and have a plan for reaching your financial goals.
We believe in a holistic, collaborative approach to financial planning. Your Unicorn financial consultant will take the time to understand your finances, provide you with necessary financial education and coaching, then prepare a plan that will ensure your financial goals are met.