FAQ

An FNA is to evaluate your existing financial status, your future financial requirements and what needs to be done to achieve these goals. As it gives you an in-depth evaluation of your funds, an FNA even more safeguards that you have the ability to acquire ideal financial products which you are able to afford, that are not also harmful, which will certainly aid you in getting your desires as well as ambitions, such as having ample amount of cash for retirement.

It provides you an unfiltered examination of your financial condition, which helps you gain a clear and thorough illustration of your finances.   It pinpoints any deficiencies or overlaps within your financial products, like if you have a sufficient amount or too little life insurance.   A FNA can support you in designing a customized and attainable financial strategy that addresses your needs.

Most commonly, a (FNA ) Financial Need Analysis can cost anywhere from $500-$2,000 at the outset for the preliminary consultation stage and then assess a recurring charge of $50 – $300 each month if needed based on the complexities of your financial goals.  With our partner, your FNA is absolute FREE!                                       

Those with debit                                                                                                                      Anyone who intends to retire one day                                                                        Someone who is lacking a strategy for financial independence

   The entire process can be as short as 30 minutes