A3 Evaluation
Assess, Address, Apply
Assess: Diagnose your present financial condition
Address: design your personal financial plan towards wealth-building
Apply: guide you through the adoption and maintenance of your personal financial plan
Receive your complimentary A3 evaluation to:
1) Improve Positive Cash Flow
Identify opportunities to increase your investable savings through careful budgeting, prudent debt management, and tax planning.
2) Plug Financial Leaks
Identify opportunities to reduce monetary waste in your financial life.
3) Allocate Resources Wisely
Allocate your resources thoughtfully toward each of your financial goals.
4) Examine Investments Thoroughly
Review the risk, return, and appropriateness of each investment account.
The Proven Process
STEP 1:
Schedule an introductory, 15 minute phone call to get started.
STEP 2:
Supply us with the information we’ll need to assess your present financial condition, and formulate a plan towards the attainment of your financial goals.
STEP 3:
A 90 minute meeting, in-person or via phone or zoom, to accomplish two things:
- Review our assessment of your financial picture, and
- Discuss our specific recommendations to improve it.
STEP 4: OPTIONAL
30 minute Launch Meeting, in-person or via phone or zoom, to activate your new financial plan.