The Basic Financial Plan is a two-month program best suited for people who know they need to start saving, investing and setting goals but just aren’t sure where to begin.
Who you are:
- You know that you need to take care of your finances but don’t know where to start.
- You know you need a plan for how you spend and save.
- You want to invest but you’re not sure what to invest in.
- You want to enjoy life today but also know how important it is to be financially secure later in life.
- Being financially on track is important to you.
How we will work together:
Plus you’ll receive:
Face to Face Meeting #1 Face to Face Meeting #2 Face to Face Meeting #3 Phone Session #1 Phone Session #2
1 hour 1 hour 90 minutes 1 hour 1 hour
Assessment of your personal and/or business finances Identify and set financial goals A customized basic financial plan Consultation on how to take and manage risk Consultation on asset allocation
Develop a customized savings and savings plan for your personal and/or business finances Develop a 12 month action plan for your business and/or personal finances Consultation, strategies, tactics and recommendations to reach your goals Consultation to help you better understand how much risk you’re comfortable taking.
Recommendations for how you should invest your portfolio
- 11-week e-course with 8 tips a week on “How to Have a Better Financial Life”
- Krane Financial Solutions report: “Get Inside Your Mind: Learn 4 Ways That You Can Make Better Decisions About Money”
- Two Financial Life Planning books sent to you for free through Amazon
Click here to fill out our questionnaire and get a free assessment of where you stand financially.
We’d love to hear from you!