Financial Consultation is a powerful session where you’ll work with us personally to resolve a specific financial concern. You will gain clarity on your best options and receive guidance so you can confidently move forward.
Uncertain if you need insurance, and if you do, what are the best solutions for you
Unsure if your investments are creating wealth for you or if you may be paying too much in fees
Tired of having to juggle around things to meet your daily needs and financial obligations
Overwhelmed by all your financial priorities and not sure where to put your money to work for you
Frustrated because you make good money, but can’t seem to get out of debt
Tired of having to juggle around things to meet your daily needs and financial obligations
Overwhelmed by all your financial priorities and not sure where to put your money to work for you
Frustrated because you make good money, but can’t seem to get out of debt
Uncertain if you need insurance, and if you do, what are the best solutions for you
Unsure if your investments are creating wealth for you or if you may be paying too much in fees
After one session with Thuy, my thinking about my business completely changed. She provided me with so many wonderful ideas that I know will grow my business revenue into the future, and most importantly, help me achieve my financial goals. Not only is she incredibly smart, but so caring and genuine. I would definitely work with Falcon Lam again and I would highly recommend them.
Rochelle Greaves
Our session with Marlene gave us clarity to see the options available to us regarding our housing and caregiving situation. She helped us to harness the power of our numbers and to identify our next steps to implement changes. She has a heart-felt way of working and made it easier for us to talk about money. We would highly recommend working with Falcon Lam.
Anne & Geoff Peat
