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Financial Assessment & Net Worth Analysis
Thinking about improving your finances, but don’t know where to go or how to start?
The Financial Assessment and Net Worht Analysis is a perfect place to start. I will work with you to Assess your financial situation and to Analyze what your current Net Worth is. Aferwards, you will have more insight and understanding of your current financial situation and your current net worth. Then I will present to you with some follow up options and then you can decide how you want to move forward on your financial journey!
THIS SERVICE IS CURRENTLY FREE! YOU HAVE NOTHING TO LOSE! THERE SHOULD BE NOTHING HOLDING YOU BACK.
Financial Assessment & Net Worth Analysis
Thinking about improving your finances, but don’t know where to go or how to start?
The Financial Assessment and Net Worht Analysis is a perfect place to start. I will work with you to Assess your financial situation and to Analyze what your current Net Worth is. Aferwards, you will have more insight and understanding of your current financial situation and your current net worth. Then I will present to you with some follow up options and then you can decide how you want to move forward on your financial journey!
THIS SERVICE IS CURRENTLY FREE! YOU HAVE NOTHING TO LOSE! THERE SHOULD BE NOTHING HOLDING YOU BACK.
Never Looking Back Option
This is going to be the best option for people that don’t have much experience managing their own personal finances, have tried multiple times and want to seek professional assistance, feel they need the accountability of a financial coach to keep them on track, and/or are looking for the convenience of working with a Financial Coach 1 on 1. There is a ton of financial information out there and it can get overwhelming and time consuming going over it all. As well as trying to figure out what information applies to you and your unique situation.
With this option I work with you 1 on 1 to determine where you currently are with your finances and what you already know. So that we can move forward from that point. Here I cover EVERYTHING below… If it’s determined you know enough of any of the categories below, we move on to the next one.
- I Listen Carefully To What “YOUR” Values, Financial Goals, and 5-10 Vision Are
- Personal Finance Concepts
- Analyze Your Finance Patterns
- Financial Assessment & Net Worth Analysis
- Create New Healthy Financial Patterns That Match Your Values, Goals, and 5-10 Year Vision
- Tracking Your Expenses & Planning Your Spending
- Creating An Emergency Fund
- Work towards ONE of the following INITIALLY…
- Pay Off Debt
- Create Plan To Accomplish Financial Goal
- Create A Plan For 5-10 Year Vision
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Move Over! I Got This! Option
This option is great for people who have the confidence in themselves to go on their financial journey mostly on their own. People that choose this option already have confidence in themselves that they have personal finance experience, have knowledge on some of the processes and steps to personal finance, already have some proven systems that work for them, feel that they can hold themselves accountable throughout their financial journey, etc…
With this option, we will meet to go over and be on the same page about the following…
- I Listen Carefully To What Your Values, Financial Goals, and 5-10 Year Vision Are
- Personal Finance Concepts (With Your Experience, This Should Be Quicker).
- Analyze Your Finance Patterns
- Financial Assessment & Net Worth Analysis
- Create New Healthy Financial Patterns That Match Your Values, Goals, and 5-10 Year Vision
- You Describe To Me What YOU Are trying To Accomplish. It Can Be Any Of The Following…
- Creating An Emergency Fund
- Paying Off Debt
- Creating A Plan For Your Financial Goals
- Creating A Plan For Your 5-10 Year Vision
- Other…
I will then take all of your financial data with your values, goals, and 5-10 vision in mind to create a personalized plan.
Lastly, we will meet again to go over your plan where you could ask any questions. If there is anything that needs to be changed or modified we can do it here before the final version is complete. You and I will oversee the plan as we meet and we can deicde once its all finalized for you to BEGIN YOUR FINANCIAL JOURNEY!
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Why Choose Finance Patterns?
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