The Financial Basics Review would provide you with a review on your financial standing via the following:
Key Financial Goals
A review which includes multiple of your financial goals whether it is children, education, vacation or even owning a home. The review would also include the costs calculations to provide you with a target figure to enable you to achieve the financial goals based on the set timeline.
Key Financial Risk Ratios
Evaluation of your current Key Financial Risk Ratios with information of your current Insurance Coverages, Cash Flow and Insurance Needs. Optimize your cash to only buy what you need and not more.
The review would provide you with an actionable plan on practical ways to optimize costs and maximize assets to meet the recommended financial goals. It also designed to give recommendation on financial contingencies.
To have your financial goals designed to be sufficient and available for you and your family whenever contingencies do happen. This review would provide the estate planning recommendation process.