FINANCIAL NEEDS ANALYSIS

Financial Needs Analysis: This identifies your goals and dreams in regards to your finances and puts the game plan in place to make this happen. We start with the foundation which is Insurance, a Will, and an emergency fund and from there we Identify your Financial Independence Number or FIN for short. This number is calculated with inflation considered based off of how much money you need at retirement and at what age you are working to retire by.


We then look at the body of the house which is eliminating debt as efficiently as possible and growing your assets as quickly as possible with as little risk as possible.


We then put your bucket list/ goals and dreams and help you reach them before you run out of time in old age.


Overall this is warranted as the best financial plan know to man and it comes to you free of charge!

Financial Needs Analysis

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