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ライフプラン相談
Pack of 2 ライフプラン相談
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！
Material
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 confirmation date of the first request.
Description
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.
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 following policy.
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.)
• '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)
(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 following policy.
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.)
Tutor’s profile
All lessons offered by this tutor
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All Lessons -
Lifestyle
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Counseling -
Business -
Japanese
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！
Available Times
※ Times are shown in Asia/Tokyo. They'll convert to your timezone when you log in.
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