PFP MOVES Know where you stand Financial Organization with EASE Smart and expertly executed Financial Moves Systematically Gain Enhanced Personal Financial Power
MILESTONE Take unbiased Risk Tolerance Survey Enter Your Data in one Secure Place Choose one account to have managed Finalize Survey to map out steps on your journey
GOAL To Know myself and am confident I make decisions from strength Stop wasting time looking everywhere for my financial information Start by Making sure my biggest account is being taken care of Design plan for Personal Financial Power and have support along the way
My Current Frustration I don’t have a sense of what my limits are. I keep judging myself by how everyone else is doing. I spend too much time trying to figure out what my financial situation is. Who has time to keep on top of it all. I know I need to do something and especially with the biggest account I have money stuffed away in. How do it do it. It is too complicated. I never was taught how money really works. I feel embarrassed when people start talking about money — At my age, where would I start. It feels like it is too late.
My Transformation I’m Confident I have pride in being organized and on top of it all I know at least one of my accounts is being taken care of by an award winning money manager I have unique knowledge and know information the masses typically do not have access to