Financial Assessment

Part I of the assessment process pertains to money mastery skills that help clients reach their full potential. These skills include cash flow management; strategies to fully fund emergency, savings, and investment accounts; as well as strategies to eliminate any unsecured debt. This step also includes an appraisal of mechanisms of asset protection one may need to have in place, such as various insurances and a living trust.

Part II of the assessment will focus on the attitudes and behaviors one brings to their relationship with money. Behaviors consist of one's thoughts, feelings, and actions which are motivated by underlying beliefs. The assessment process will identify both healthy and un-healthy behaviors one has with money and the consequences of each behavior.

Contact our Personal Advocate to help you to find the right provider for your needs.