A financial need analysis (FNA) allows you to get a picture of your finances to improve your present financial situation or even start your financial journey putting your best foot forward!
The FNA reflects amongst others:
-Financial strengths and weaknesses
-Financial security needs i.e. insurance
-Projection and approach to carry out your future projects (house, marriage, car, family, studies, etc.)
– Investment Plan for a comfortable retirement.
It’s never too late or too early to start a financial journey of quality! Contact me for a financial needs’ analysis structured to your needs 514-505-4183 or firstname.lastname@example.org.
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