Plan A is all about Financial Planning in Real Time. Do you know today the numbers of your Key Performance Indicators?
Let's face the truth: Financial Planning is messy for most of us
The truth about financial planning is that it is inherently messy, demanding continuous adaptation, learning, and resilience to manage the ebb and flow of financial circumstances. Most of the time we live in the weeds and when we can't take the internal pain of disorganization, we begin to look for a better way. For some this can take years to make a plan, for others they just learn to live in the weeds.
My best work is for you to see the mountains, the stars, the sun, and get out of the weeds. Plan A begins by creating a one page financial plan.
Let me introduce you to the tools that I use to make this a reality and take you to a place of financial organization.
Asset + Map: See all of your financial pieces on one page
Nitrogen: Define your risk number, align your portfolio, define your retirement goals
Holistiplan: Make taxes work for you for a change
Real Time Dashboard: Gaccon is an award winning software to bring real time financials to your computer
Outcomes: Get out of the weeds create a path
Create a financial plan that you can't outlive
Let Taxes work for you for once
Know exactly how much you have to spend today
What is the process?
Schedule an Intro Meeting:
Schedule a Discovery Meeting:
Schedule a Strategy Meeting:
Implementation:
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