Saturday, April 3, 2021

Design A Personal Financial Plan Based On Your Life Stages











About:

So you’ve read finance articles and you already understand the fundamentals of personal finance such as budgeting income and expenses. What should you do next? 



Now it’s time to design a long-term personal financial plan that you can implement through your various life stages because… 

  • Saving through "traditional" means is not enough 
  • Flipping stocks with some “play money” is not a long-term reliable plan 
  • Retiring off your life savings may not be enough if you live a long life 
  • Relying on your personal or retirement savings to fund large unexpected expenses is risky 
  • You currently have or may have dependents in the future to look after 
  • You need both a starting and exiting strategy 
  • And more... 



Let’s rediscover some truths and debunk some myths. A customized, holistic financial needs analysis is good for: 

  • New immigrants 
  • Young individuals, professionals, or families planning for their financial future 
  • Individuals who want to find out “What the banks don’t want you to know" 
  • Small business owners 



A written report will be delivered. Phone/web call available at no extra cost. Please read FAQ section before sending order.

Reviews


:

John has given me an overall view of short-term and long-term personal plans. Some of that info was new and helpful. Thanks

:

John provided us a great financial report which will help us make better decisions in a short and long run.

:

Great work, very detailed!

:

Fantastic thank you!

:

Great work ! V detailed !




No comments:

Post a Comment