Step 1: What are your goals?
Together we look at your short, medium and longterm goals. What are the issues you are having and what do you find easy or hard about managing your money.
STEP 2: What is your income?
Let’s look at your income. Are you at the beginning or end of your career? Is there something else you would prefer to be doing? Let’s explore your options.
Step 3: What is your Expenses?
What are you spending each month and year? Let’s look at your costs in totality and layout clearly what you are spending.
Step 4: Analysis & suggestions
Based on your goals, income & expenses our qualified advisors will suggest methods to reach your goals.
We’ll make suggestions about where you can save some money, make some money and how to protect your life and your retirement.
Step 5: Your report and budget
We’ll provide you with a full financial report with all the information gathered, our suggestions and your own personal budget for the year.
Step 6: Come back and ask us questions
If there is something that doesn’t make sense, ask us. We’re here to continue supporting you as you make changes.
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