Our Three-Step Process to Financial Counselling
ORGANIZE
We gather data about you. Your money personality. Your cognitive and behavioral biases. Your income, expenses, assets and liabilities. Lastly your financial and wellness goals.
ANALYZE
We Analyze for goal behavior mismatch, financial risks, cash flow, net worth, debt and credit situationand others.
MAXIMIZE
We create a plan in conjunction with you to address your goals, risks, options etc and follow up to assess and adjust for life changes.