Latest request: More than 1 month ago

ライフプラン相談

60min X 2
10,000 P
Pack of 2
5,000 Points per lesson
将来のお金を見えるかいたしませんか?ファイナンシャルプランナーが人生設計のお手伝いをします!

Lesson Pack Details

This is a 2-lesson pack. You will be issued 1 “coupons” when the first request is confirmed. You will be able to use these coupons for subsequent requests in the pack. Please note that all requests related to this pack must be taken within 30 days of the first lesson date.

Lessons should generally be booked chronologically, meaning that the second lesson should be booked after the first, and so on.

Description

FP(ファイナンシャルプランナー)に相談しながら将来の人生設計、マネーの状況を整理してみませんか?
保険商品・金融商品を売らないからこそできる中立的なアドバイスのもと
ご相談させていただきます。

<1回目>
ご依頼者様の下記の内容をヒアリングさせていただきます。
 ・家族構成
 ・家計(収入・支出)
 ・資産の状況(貯金・金融商品・ローンの状況など)
 ・ライフイベント・将来の支出の見込み(お子様の進学、マイホーム購入など)
 ・現状の今後の貯蓄も含めた資産計画

<2回目>
1回目でヒアリングした内容を分析するため
1週間~2週間ほどお時間をいただきます。


ライフプラン・キャッシュフロー表をおまとめさせていただき、改善ポイントなどをお話しさせていただきます。

Cafetalk's cancellation policy

Cancellation of pack lessons

• 'Unstarted' lesson packs(1) can be cancelled any time. Used Points will be completely refunded. If a 'started' lesson pack(2) is cancelled, you will be refunded 50% of the price of the remaining lessons provided that the lessons are unrequested, unconfirmed or not within 24 hours of their scheduled start times.
(1) A lesson pack for which none of the requests have been confirmed by the tutor.
(2) A lesson pack with at least one confirmed request. (By confirming the date and time for the first lesson in the pack the tutor confirms the pack as a whole and coupons are automatically issued)

Cancelling individual requests in a pack

• If you wish to cancel a single lesson that belongs to a pack but not the whole pack, you can do so via the request page. In this case, the coupon used to book the lesson will either be refunded or collected, based on the tutors single-lesson cancellation policy. Please note that any 50% partial refunds in the tutors single-lesson cancellation policy do not apply to lesson packs and the tutor may choose to either refund or collect the coupon in those cases.

Before request is confirmed (fixed)

  • Cancellation possible at any time without charge.

After request is confirmed (fixed)

  • More than 24 hours before lesson start time.→ Cancellation is possible at any time.
  • Less than 24 hours before lesson start time.→ The tutor may take a cancellation fee.
  • No-Show→ The tutor may take a cancellation fee.
    (Please check with the tutor for details.)

Lessons by this tutor

All Lessons All Lessons
Lifestyle
Qualifications Testing
Life Advice
seata
from
in
49
40

Available Times  

Mon 19:30   22:30
Tue 19:30   22:30
Wed 19:30   22:30
Thu 19:30   22:30
Fri 19:30   22:30
Sat 07:00   22:30
Sun 16:30   21:00
Actual availability may differ. Please check when you make a request.
Shown in Asia/Tokyo time.
ライフプラン相談
60min
10,000P
Pack of 2

seata

from
 
in
 
Got a question? Click to Chat