Money Tool

Financial Planning Made Simple

I create a customized financial plan designed for you to take charge of your financial future. Let me help you establish clarity and vision that will enable you to meet short and long-term goals for you and your family.

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Imagine a plan that includes the following:

  • Current financial position

  • Income projection until retirement

  • Emergency funds “liquid vs. investments”

  • Retirement income projection

  • Retirement goal estimation

  • College planning

  • Debt elimination payoff date

  • Insurance needs

  • Budget “surplus vs. shortfall”

Sample Money Mapping Tool

Disclaimer: no investment products will be recommended or sold. This is an ASSESSMENT ONLY. It may be taken to your broker to better define your goals.