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I find it most beneficial that GE helps me to plan my expenditure. He guides me to reach my financial goals and answers my curiosity about financial literacy. My biggest discovery made through meetings with GE was by planning my budget, it makes me feel not guilty to buy things that I want. The meeting with GE matched my expectations as I was clueless about how to start my financial goals journey. GE guides me on how to spend or save even a dollar. I recommend others to meet GE and get financial tips/advice from him as he can plan or curate according to one’s complexity.
I found that the second meeting (post our “discovery session”), was the most beneficial as GE carefully curated a comprehensive portfolio with various options, taking into account my goals with different budget variations and levels of risk I was willing to commit.
Fox has been very helpful and supportive. Whenever I encounter a problem, he patiently explains and helps me to explore different options. I would highly recommend Fox as an agent. As someone who is not that well versed in financial planning, I feel my worries and anxieties always lessened after a meeting with him.
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