Monitoring Financial Vital Signs
A Financial Planning tool that Monitors You!
We have been taught that Financial Planning should be based on assumption after assumption, confusing charts, past investment performance, guesses about the market’s future based on a clip of the past, and the same about the economy.
Of Course, We Have Anxiety About Money!!!
What if we could remove many of those dangerous assumptions? What if we also started to consider the most critical piece that is so largely ignored in traditional planning? YOU!
This Began With 3 Basic Questions:
- What if, through monitoring your financial vital signs, we could easily and readily answer some of the most important questions surrounding your current state of financial health?
- What if financial planning, advice, and tailored education were finally understandable and you could be confident you are heading in the right direction?
- What if all that was possible was based on facts and not assumptions?
What if these financial vital signs, coupled with a planning process, could deliver short-term, understandable, and actionable steps to take to move the needle to accomplish your goal… what if, through monitoring, you could see progress and gain confidence in your finances? How much of your life would that affect?
If you have a unique need, cannot find a tier that you feel fits your circumstance or would like to apply for our “Monitoring & Education” Scholarship, please click here to contact us!