A GOAL WITHOUT A PLAN IS JUST A WISH
You have goals and objectives that take finances to achieve. Without a plan all of these will remain fantasies that may never be realized. Having a financial plan can help make these goals a reality.
What Do You Gain By Having a Financial Plan?
A peace of mind knowing that you're on track for the future and what you want for your family
You will have greater confidence of where you are going in life
It will reduce your stress levels so that you can enjoy the little moments more
How does it work?
How much does it cost?
After a one-on-one with Michael and taking a complete "inventory" of your current financial picture we will deliver a detailed financial plan that will include:
Saving •Debt •Budgeting • Investment Recommendations • Education Planning
• Insurance •Taxes •Retirement Planning •Estate Planning
We will create your custom financial plan for a one-time cost of only $999*
* This is typically a $3000-$5000 service