Financial Needs Analysis (FNA)
A personalized strategy for financial security.
What are your goals for securing your financial future and retirement? Do you know how money works? Do you know how money grows? 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 and it's hard to even know where to start.
One of the most important building blocks in establishing a firm financial foundation is determining the difference between "wants" and "needs." Sounds simple, doesn't it? A "want" is something you don't require for basic survival and a "need" is something you must have to live. Yet, sometimes it can be hard to tell where a "want" begins and a "need" ends - especially where immediate family is concerned. Financial health is all about the choices you make over the long term.
One of the most important building blocks in establishing a firm financial foundation is determining the difference between "wants" and "needs." Sounds simple, doesn't it? A "want" is something you don't require for basic survival and a "need" is something you must have to live. Yet, sometimes it can be hard to tell where a "want" begins and a "need" ends - especially where immediate family is concerned. Financial health is all about the choices you make over the long term.
What The FNA CoversINCOME PROTECTION
Offers a variety of strategies to ensure your family's financial future should you die prematurely. RETIREMENT PROTECTION Provides a detailed analysis of how much money you need to prepare for retirement. DEBT SOLUTIONS Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay. EDUCATION FUNDING Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses. FINANCIAL INDEPENDENCE Pulls all your information together by outlining specific steps to put your plan into action. The goal of my team and I is to empower you to make informed financial choices through education and then match you with the right financial solutions – term life insurance, investments, auto & home insurance, and more – that can help you achieve your financial goals. We start with our complimentary Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential, and customized for every family that Primerica serves. DM me to schedule a time for your complimentary FNA.
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