I will provide you with a complete personal financial analysis

provide you with a complete personal financial analysis

About This Gig

I am a certified money coach and licensed insurance agent. I will review your personal finances and make recommendations for a wealth building plan.

Take control of your financial life and focus on the goals that matter to you most. With the help of me as your Financial Planner, you'll develop a practical plan that is custom-fit to your family's needs. As  your Financial Planner I will:

Step #1:  Identify Your Goals
This involves getting to know what you care about and what you'd like to achieve.

Step #2:  Understand Your Financial Situation
You'll identify your financial resources and expenses.

Step #3:  Analyze and Review Your Results
Together, you'll develop your financial plan.

Step #4:  Discuss Your Recommendations
Discuss your plan and priorities.

Step #5:  Act on Your Recommendations*
Implement your financial plan at your option and however you choose to, with the financial services professional of your choice.

Step #6:  Review Your Progress**
You as your Financial Planner I will check in periodically to help you stay on track.


Order Details

3 days delivery 1 Revision