First Goals Session

A 90-minute working meeting for both partners, designed for engaged couples and newlyweds in the first year of shared finances. We map current income, fixed costs, debts and savings together, then translate them into three to five shared written goals with rough timelines.

You leave with a one-page goal summary and a list of the open questions that did not get resolved. The summary stands on its own as a planning aid, or works as a brief for a licensed securities firm, tax accountant, or lawyer when a later step needs one.

Joint cash-flow snapshot, completed in the session
Goal-setting worksheet, three to five goals
Written follow-up summary within five business days
Held at the Seoul office or by secure video

Fee: KRW 180,000 per couple, per session.

Goal Review

A 60-minute follow-up for couples who have completed a First Goals Session. We revisit progress against the prior goals, adjust timelines where reality has shifted, and add the next goal — typically housing, retirement contributions, or a family-related expense.

Progress check against prior written goals
One new goal added per review
Updated summary within five business days

Fee: KRW 120,000 per couple, per review.

Single-Topic Session

A 60-minute session focused on one decision: a housing deposit plan, a debt repayment order, a joint account structure, a sabbatical or parental-leave budget, or a move between Korea and another country. Bring the question; the worksheet is on us.

One decision, one worksheet
Written action list within five business days

Fee: KRW 120,000 per couple, per session.

What these sessions are not

SyncPath stays out of licensed investment advice, tax filings, insurance brokerage, and legal work. We neither pick securities nor file tax returns, and no commission changes hands on any financial product. Couples who need that kind of help are referred to a licensed provider, and the session output is drafted to save that provider time.

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