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
6.Sixth Step: Build Wealth
7.Seventh Step: Protect Wealth
Family Legacy Estate Protection: Establishing Will & Trust
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