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Build Your Wealth and Empower Your Financial Future

Tailored Personal Finance Education and Consulting Packages

Welcome, I’m excited that you are ready to uplevel your pathways to financial freedom! Whether you want to focus on a specific aspect of your financial and investment life or pursue a comprehensive financial strategy across multiple topics and asset classes, I’m here to support your journey!

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Who is this for?

My approach is ideal for busy professionals and/or heads of household who value long-term, diversified investing but may lack the time or desire to manage daily financial details. It's perfect if you:

  • Desire strategies that help your money work for you, building intergenerational wealth over the long term

  • Are too busy or not interested to be involved on the daily and would benefit from a predominantly automated investing system that builds your wealth

  • Have an interest in emerging assets like cryptocurrencies, but feel overwhelmed

  • Have money sitting in a bank account, losing to inflation, and don’t know what to do

  • Are about to get a windfall bonus, raise or inheritance and want to ensure that the money is put to good use

Benefits of Working Together

  • Understand Your Financial Landscape: Gain clear, personalized insights so you can fully grasp your current position and what actions to take next.

  • Diversify and Customize Your Investment Strategies: Your financial strategy should reflect your unique life and goals. I’ll help you develop a personalized financial strategy that incorporates key investing tenets that suit your lifestyle and values.

  • Establish Automated Investing Systems: Learn how to set up and benefit from automated investment strategies that build your wealth while you sleep, requiring minimal ongoing effort.

  • Activate Your Roadmap to Financial Freedom: Understand what it takes to reach financial freedom and take action on how to get over time.

  • Build Intergenerational Wealth: Move beyond saving; start building a legacy. You'll discover approaches crafted to enhance your wealth sustainably over time and take future generations into account.

  • Achieve Peace of Mind: With strategic knowledge, gain the confidence to withstand market fluctuations, minimizing risks and seizing opportunities. Know you’ve made investments with full awareness and in accordance with your values.

Packages

These packages have been fine-tuned over years to maximize impact and follow-through. Many people have paralysis and procrastination when it comes to their finances (for many reasons) and our work together is designed to help remove any barriers and get financial returns working for you asap.

1. Essential Financial Strategy Consultation Package

 

Focus: Accessible and efficient financial strategies tailored to key areas of your financial life. This session is designed for those looking to gain strategic insights, focusing on immediate needs of 1 or 2 specific topics.

You Receive:

  • Brief Assessment: A short questionnaire completed prior to our session to focus our time effectively.

  • Consultation: A 60-minute online consultation to discuss and assess your financial situation or a particular investment topic.

  • Recommendations: Concise, actionable recommendations, tailored to your situation

  • Post-Session Recap: Summary notes with key points and next steps delivered via email.

  • Introductions: Where applicable, introductions to vetted finance service providers/partners who can help with various pieces of your portfolio and asset management. 

  • Resource Access: Where needed, access to financial strategy tools and templates for your personal use.

  • Follow Up: 1 week post-session unlimited What’s App support 

Package Price: $265

2. In-Depth Financial Strategy Consultation Package

 

Focus: Impactful financial strategies tailored to your specific needs. An in-depth consultation to explore and understand  your broader financial landscape or zoom in on a particular investment topic like investing in crypto or retirement goals or money mindsets.

 

You Receive:

  • Assessment: A comprehensive questionnaire to be completed prior to our session so we can maximize our time together

  • Consultation: One in-depth online consultations, up to 75-minutes. One follow up 30-minute consultation, 2 weeks after the initial session.

  • Recommendations: Strategic recommendations tailored to your immediate needs

  • Post session recap: Notes with key points, action steps and recommended resources, if applicable.

  • Introductions: Where applicable, introductions to vetted finance service providers/partners who can help with various pieces of your portfolio and asset management. 

  • Follow Up and Accountability: Two-week post-session unlimited What’s App support for follow up questions, implementation support and feedback.

  • Tools and Templates: Access to financial strategy tools, resources and templates that can be customized to your situation, as needed

  • Courses: Complimentary access to course library

Package Price: $780

3. Build Your Wealth - Roadmap and Accountability Package

 

Focus: Designed for individuals seeking in-depth support over time to ensure long-term financial success, this package offers extended support for reaching your financial goals. Perfect for those who value thorough follow-through on implementation, adaptation to changing circumstances, and consistent guidance and accountability over time.

 

You Receive:

  • Custom-Term Engagement: Choose from 3-, 6-, or 12-month support options, allowing us to partner through various stages of your financial journey.

  • In-Depth Assessments: Regular reviews of your financial situation to ensure alignment with your evolving goals and market conditions.

  • A Strategic Plan to Build Your Wealth: A custom made plan tailored to your financial situation and goals. Your roadmap we keep going back to. 

  • Monthly Consultations: Consistent strategy meetings to discuss progress, make adjustments, troubleshoot and plan next steps.

  • Continuous Recommendations: Dynamic updating of strategies and recommendations to respond to new opportunities and challenges.

  • Dedicated Support: Cumulative 30 minutes of What’s App support after each session, whenever you need it.

  • Resource and Tool Access: Comprehensive access to all financial strategy tools and templates, continuously customized to your needs.

  • Courses: Complimentary access to course library

 

Interested?

This package is highly personalized and designed to adapt to your unique financial needs and provide in-depth support to accelerate your path to financial freedom. If you're interested in long-term, dedicated support to ensure progress on your financial journey, please inquire for more details.

Testimonials

“My sessions with Mel are some of the best investments in myself that I’ve made in a long time.”
~ Carmen, Lawyer

“Working with Mel literally changed my life! I was supported in taking steps I had been wanting to take for many years. I finally understand my finances and feel confident about my future.”

~ Jenna, Entrepreneur

 

“Crypto was nerve racking and confusing to me, Mel helped break it down so simply and now I can proudly say that I’m a crypto investor and my investments have done really well!

~ Brian, Music Producer

“Mel helped me to break through my beliefs that were holding me back from growing my wealth. Before working together, even the word “wealth” made me uncomfortable. Now I know that I am worthy of wealth and how to build it over time.”
~ Sara, Wellness Educator

“I now have a clear plan and the peace of mind on how to protect and grow my inheritance, it feels amazing!”

~ Mariel, Yoga Teacher

Next Steps

Ready to take action on your financial future and investing goals? :

Let's get started.

  • Make a Booking: Contact me directly at mel@melissa-loh.com to book your chosen package. Let me know which package you're interested in, and we'll schedule a time to begin working together on your financial journey right away.

Or

  • Schedule a Discovery Call: Not quite sure which package is right for you? Book a complimentary discovery call. We’ll discuss your financial goals and find the perfect fit to meet your needs.

Stay In Touch

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