Why you need it
You need a financial plan if you answered ‘Yes’ to any of the below questions:
- Do you live paycheck-to-paycheck?
- Do you stress to manage credit cards and debt?
- Do you stress managing your bills?
- Have you unsuccessfully tried to build an emergency fund?
- Do you struggle to start saving for retirement?
- Are you planning to save for child education?
- Do you want to save for a major purchase?
- Do you plan to support elderly parents?
- Are you expecting to work for money in your retirement?
- Do you agree social security is not enough to support your retirement plans?
What to expect
Once you downloaded Wallio app on your Apple or Android device and completed all steps, our team of certified financial professionals will start working on your plan. We might ask you few clarifying questions over built into app chat to make sure we completely understand your situation and plan fits your unique needs. Once the plan is ready, we will share it with you over email. That is it, no calls, no appointments, no sale pitches, no strings attached.