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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
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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 !