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How Money Works: SEVEN MILESTONES OF MONEY 

1. First Step: Financial Education & Awareness

  • Complementary Overview Session: How Money works
  • Time value of Money
  • Start where you can
  • Math Concept not taught in schools: The Rule of 72
  • Understand How Interest Works
  • Tax Solutions
  • Planning for Financial Independence Number: Goal in Retirement
  • Provide: Financial Needs Analysis (FNA) Professional Financial Portfolio 

 

2. Second Step: Proper Protection

-What happens in the case or Sickness or Loss?

Credibility in Companies

3. Third Step: Emergency Fund (3-6 Month Savings)

4. Fourth Step: Debt Management

5.Fifth Step: Cash Flow

Manage Expenses

6.Sixth Step: Build Wealth

Risk Management

7.Seventh Step: Protect Wealth

Family Legacy Estate Protection: Establishing Will & Trust

Get started today!

Want to learn more about your individual plan? Contact us to learn more about it. We’re happy to answer your questions and help you find a policy that meets your needs. 

Contact Us

 

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Contact us PO Box 3901
Crestline, CA 92325

23795 Lake Drive
Crestline, CA 92325

O: (909) 589-2500
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