FINANCIAL NEEDS ANALYSIS (FNA)
If you're like many people, you're in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there's only so much money to go around and preparing for the future can be overwhelming.
A Financial Needs Analysis will help you establish short -to- long term objectives to achieve your financial goals. It is a very comprehensive program explained with an education approach to empower you to make day-to-day financial decisions. Call me to book a complimentary 90 minutes session for BBOT members and their spouses!