Bala & Sumi (Young Family) Thank you for sharing on the overlapping of benefits vs optimizing every dollar that we pay for insurance. You also share with me on the difference between savings & investments, and which is better / more comfortable for us. You advised us on the restructuring process too. You were also able to relate to how young families might be facing now and in the near future, and through our conversation, we were able to somewhat grasp what we will be facing in the near future. It was a very clear & open conversation. You display great professionalism in the whole consultation process. Overall, I feel the consultation was very beneficial, 8/10! |