What if you knew exactly what it would take to be financially free?
Most people have some idea of when they want to stop working. That part is easy. The hard part is that most of us could not say where last month's money actually went.
So we assume the problem is that we do not make enough. Sometimes that is true. Plenty of times the money is already there and it is leaking out somewhere nobody ever showed you how to look. You cannot know which one it is until somebody looks with you.
So tell us the thing you actually want. The house, the trip, the year off, the day work becomes optional. Then let us look at your real numbers together and find out what it would take. Looking is free.
Why do a Financial Needs Analysis?
Because most people are carrying several money questions at once with no single place to look at them together. Making sure your family would be okay without your income, getting out from under what you owe, building toward the day work becomes optional, and the things you actually want out of life all pull on each other. They usually get handled separately, if they get handled at all.
The FNA is a chance to sit down with a real person and see all of it in one view. There is nothing to buy and no obligation. If you leave knowing only what to look at first, that is still more than you walked in with.
Whatever we find, we do not just point at somebody else and disappear. The pieces we can work on with you, we work on with you. The pieces that legally belong to a licensed specialist, we bring the right one in and stay in it with you while it gets handled.
What we'll look at
A Financial Needs Analysis is a complimentary educational review. It is not itself a financial plan. It can lead into a professional financial plan and appropriate solutions where that is the right next step for you.
What happens next
Book your 1-on-1
Pick a time that works. It is a real conversation with a real person.
Complete the FNA process
We walk through it together. You do not need to prepare anything complicated.
Understand your financial picture
You see your own numbers in one place, in plain language.
Discuss appropriate next steps
We talk about what needs attention, in what order, and who handles each piece.
Develop the appropriate professional financial plan or process
Where it makes sense, this leads into a professional financial plan and the appropriate solutions or referrals.
Ready to look at it together?
The Financial Needs Analysis is complimentary. It is a 1-on-1 appointment, not a form and not an automated assessment.
Book My 1-on-1 FNAAlready know what you came for? Go straight to the services.
About this analysis
The Financial Needs Analysis is complimentary and educational. It is not a financial plan, and it does not guarantee any outcome. No result, return, retirement date, or level of financial independence is promised or implied.
Any product or service discussed is available only where the representative is properly licensed, registered, or appointed. Where a need involves securities activity, legal documents, or tax matters, you will be connected with the appropriate licensed professional.
Financial Flow™ is a brand of MiProDigi and is Powered by PFS Investments. Financial Flow™ is not PFS Investments Inc. Full disclosures appear at the bottom of every page.