Your Financial Foundation Assessment

Financial Foundation Assessment™

The Financial Foundation Assessment™ provides a baseline measurement of your current financial stability. Knowing where you are is the first step in the process towards creating your customized Financial Foundation Blueprint™ to get you where you want to be.

Reliable/Predictable Income                               

(Having enough income to allow you the independence to pursuit whatever you choose. Often referred to as "retirement".)

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Estate Planning

(Directives for what should happen upon your death or incapacitation.)

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Savings/Investments 

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Debt/Liabilities

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Ideal Future™                                         

(Your  vision of the future--Where do you want to be? What do you want to be doing? When do you want to do it?)

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Taxes*  

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Social Security

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Medicare/Health Care

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Risk Management                        

(How prepared are you for the risks that may derail your plan?)

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Thanks for submitting your responses. We will be in touch!