The purpose is, guiding our clients to achieve their unique goals and needs through a well thought out and designed a financial plan where MintBox Advisory conducts an in-depth review of client’s personal values, motivations, finances, investments, and business affairs to develop an integrated and long term plan that is customized to their life.

A Financial Plan is just like a roadmap to the destination; unless it is worked upon thoroughly even a small distance can take a long time.

Our general financial planning process is executed through the first three (3) sets of meeting with our client, which is explained in detail in our process section, please click here to read more  and leave the execution/review section to the customer’s choice.

That means, once the plan is presented, we allow our customer to execute the same at our platform or anywhere else he/she feel comfortable with.