MY MISSION
- Analyze and improve your current financial situation. This includes net worth, assets, liabilities, and forecasts of financial standings.
- Determine how you spend your money. This includes setting priorities that are important to you and help make saving a part of your budget.
- Automate Savings.
- Make reasonable estimate of Retirement spending.
- Diversification and Tax-deferred savings plans.
- Define the portfolio between growth and income and determine the risks.
- Create your plan including
- Where you want to live
- Maintaining good financial health
- Maintaining good communication
Major Obstacles
- Inflation
- Taxes
- Procrastination
- Inflexibility
- Catastrophes