
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.
Imagine a plan that includes the following:
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Current financial position
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Income projection until retirement
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Emergency funds “liquid vs. investments”
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Retirement income projection
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Retirement goal estimation
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College planning
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Debt elimination payoff date
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Insurance needs
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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.