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

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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. 

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