The personal financial plan is based on the analysis of the individual financial situation in three major categories: Today, Tomorrow, Future. Categories are self-descriptive and their names aligned with the purpose. “Today” category assesses how well family deals with their money flows right now, today. “Tomorrow” category looks into how well family is prepared to maintain the same lifestyle in the nearest future, tomorrow, in case of possible temporary adversity. “Future” category looks into the far future, retirement. These three simple categories cover the majority of possible common life scenarios and bring simplicity to understanding complicated financial services and strategies.
We review your debt in detail and recommend measures to improve loan efficiency and create a debt elimination plan. We have access to a knowledge-base of today’s rates and work with several partners to help you lower payments, restructure debt or even forgive it altogether if it is right for you. We also educate and recommend one of a few debt repayment strategies that fit your lifestyle.