Financial Counseling Overview
WHOIS Financial consultation
Korea's NO.1 WHOIS financial plan
with customer satisfaction
at the top of the list.
We will analyze your current situation and help you set financial goals according to your current situation.
In addition, we will continue to check the latest trends and achieve your financial goals.
The WHOIS financial consultation takes a goal-oriented approach and puts your financial goals at the top of the list.
Progress and guidance
-
step1
Request for consultation
'Consultation/Education Application > Financial Counseling Application' Please fill out the application form on the menu or apply by phone.
-
step2
Call Request
The counselor checks the basic information for counseling by phone to the customer, informs the customer of the cost of counseling, and arranges the in-person schedule.
-
step3
Payment
I request you to pay for the consultation fee that I guided you.
-
step4
Consulting
Visit the date of your reservation and conduct consultation.
Financial Design Consultation Costs
| Consultation fee | At least 80,000 won. |
|---|---|
| Additional cost | It may occur in some cases if you re-request a visit after a visit consultation. (There will be no unfinished cases during the first visit consultation.) |
| Cost consideration target | Based on annual income or asset size. |
| Consultation Period | One-year service (It is extended for 1 month when writing a consultation review, and it can be extended up to 2 months after 1 year according to the coordination with the counselor.) |
| Consultation Material | The data delivered by the counselor is free of charge. |