Complimentary Financial Needs Analysis 

​The Financial Needs Analysis is delivered in 4 steps...
​
1) 15 minute Financial Discovery Call
2) 30 min Financial Education Presentation
3) 60 min Financial Needs Analysis
4) 30 min Financial Solutions Presentation 


​What do I need to complete an FNA?

• Your income and expenses or your budget
• Your assets and liabilities
• A list of all the financial products you own 
• Any employment benefits
• Personal details such as marital status and any children you care for
• Personal financial goals, the Tiny Home you wish to buy, and retirement dates

By completing your FNA we can calculate your Financial Independence Number (FIN), the number at which your passive income meets your needs, allowing you to "choose" to work vs "having" to work.
Click the link below to sign up for your Free FNA

That's 2 hrs and 15 minutes focused on YOU!

• Your Financial dreams
• Your Retirement
• Your Financial Independence Number
• Your Future

Valued at $1500 (we have found other companies charge this rate for a FIN but you have to have $1million to even talk with them)

Schedule my 15 min Financial Discovery Call