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Personal Finance Assessment
What is in your financial portfolio? You absolutely need to know. Over seven days, we walk you step-by-step to get a clear picture of your current financial situation. We cannot help you get to where you are trying to go if we aren't clear where you are. We also introduce you to some fundamental financial concepts, principles and affirmations so you are equip to start taking charge of your finances.
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Cashflow Management
The truth is you spend more money on paper than you do in your head. Here you learn and receive a variety of tools and resources to eliminate the disappearing dollar syndrome. The bottom-line we teach you to control your budget and not let your budget take control of your life.
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Saving & Investing
Once you establish your cashflow management plan; we help you start savings and investing to meet your long term and short term goals. This includes everything from a personal risk assessment to ensure you are investing at a level you are comfortable with investing, to a proven portfolio allocation that has been proven decades over decades.
