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Private Financial Planning & Consulting

We provide answers to your most important financial questions and create an actionable financial plan for you. Your situation is proactively monitored on an ongoing basis and you receive timely personalized insights and quarterly progress reports via email and through your Elements® app. You have full access to ask questions when they arise and meet to discuss changes.

Everything Just Becomes So Easy

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One on One Strategy Sessions

We meet together in person or through Zoom to answer your important financial questions. We review your Elements® scorecard and collaboratively discuss next steps based on your unique situation. We also ensure that our recommendations align with your Statement of Financial Purpose.

Monthly Reports and Proactive Insights

Receive monthly reports based on the 12 areas of financial planning. We also proactively reach out with insights to adjust your plan (or to congratulate you when you reach personal financial milestones!)

Tax Planning

This area is often overlooked in financial planning but can be very impactful. We discuss creative tax solutions and collaborate with your tax professional to develop a tax-efficient plan both today and over the lifetime of your wealth.

Strategic Investment Management

Our AMP Absolute Return (AMP AR) portfolios are separately managed accounts comprised of multiple strategies. The primary goal when constructing these portfolios is to protect investment capital as much as possible, especially in uncertain market environments. The low correlation between strategies may reduce the correlation with mainstream financial markets over a full market cycle.*

Work Optional (Retirement)

We have collaborative conversations to determine strategies to guide you towards becoming work optional. "Retirement" looks different for everyone, but it's important that we live a fulfilled life in the present while we build our financial freedom.

Insurance

We want to ensure that your financial life is protected. We review and analyze your existing insurance needs and coverages and explore where we may need to fill in gaps with your life insurance, disability insurance, and long term care insurance.

Estate Planning & Trust Management

We want to ensure that your assets are protected and are effectively transferred to your beneficiaries according to your wishes while minimizing taxes.

Qualified Business Retirement Plans

Do you offer yourself and your team a retirement plan? Not only could you potentially attract and retain employees, but also benefit personally from tax savings as well.

Full private financial planning and optional strategic investment management. Pricing is dependent on the complexity of your financial situation.

Choose from One Of OurThree Effective Plans

01.

Simple

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$250 per month

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02.

Moderate

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$400 per month

Get Started

03.

Complex

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$650 per month

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Simple Step To Get Our Services

Your wealth management is our top priority

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For Call

(+62) 81 6754 345

For Consultation

[email protected]

The Galici Financial Guarantee

If you have not confidently identified the next actionable step to take with your money within the first 30 days of your Membership,  please reach out and we will issue a 100% refund.