If you're like many people, you're in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there's only so much money to go around and preparing for the future can be overwhelming.
One of the most important building blocks in establishing a firm financial foundation is determining the difference between "wants" and "needs." Sounds simple, doesn't it? A "want" is something you don't require for basic survival and a "need" is something you must have to live. Yet sometimes it can be hard to tell where a "want" begins and a "need" end - especially where immediate family is concerned. Financial health is all about the choices you make over the long term.
(financial goals, financial services, financial planner, Tampa Bay)
To help families and individuals better understand their personal finances, ThinkQ Inc offers the Financial Need Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that we serve. Let's take the overwhelming feeling out and replace it with a clear vision and a plan. Financial planner will guide you towards your financial goals. Serving Tampa Bay and more.
Pulls all your information together by outlining specific steps to put your plan into action.
Offers a variety of strategies to ensure your family's financial future should you die prematurely.
Provides a detailed analysis of how much money you need to prepare for retirement.
Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.
Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses.
After our meeting you will have clarity of your financial current situation and an easy-to-follow personalized plan to reach your financial goals. You will know exactly how much money you need to retire at the age you want to retire, as well as the exact date you will be debt free.
START HERE: Initial 15 min call is a first contact for me to establish the basics and establish what to prepare for your complimentary analysis. Get on my calendar and let's stop procrastinating!
Financial planner will guide you towards your financial goals. Serving Tampa Bay and more.
Welcome! Receive a FREE How Money Works brochure that will explain the financial world basics that are not taught in schools.
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