|
Process
Financial Planning From the Inside Out
Kathryn Amenta Financial Advisor helps you solve your money problems and get on track to the financial future you desire. How? By working with you from the inside out.
Financial Advisor 5-step Process:
1) Start with the ways your financial problems show up. Such as chronic debt, tax issues, medical finances, inability to save or manage new wealth, fear of retirement, financial fallout of a divorce, inability to budget for a new home or college. . .
2) Identify the money behaviors that have led to your financial problems. How you manage income and expenses, save, incur debt, repay debt. Are you earning at your full potential? Meeting your crucial needs? Dissatisfied with the results you’re getting?
3) Uncover the personal beliefs at the root of your money behaviors. How you feel about money, entitlement, wealth, earning, safety, personal worth. . .
4) Learn powerful new money management skills to replace self-limiting behaviors. Balance needs and desires. Pay down debt. Create your financial plan to manage monthly and annual income and expenses. Save for rainy days, vacations, a new home . . . Go after the income and job you deserve.
5) Create a vision for your future and action steps to make it happen. Identify what it will take to create the future you desire. Manage your finances, assets and investments to achieve your dream.
Different from a traditional financial planner or investment advisor. They approach your money problems by focusing on the nuts and bolts of money and investment management. But they do not probe below the surface. They can be a valuable resource, augmenting the work in steps 4 and 5.
Different from a debt counselor that gives short-term assistance to work with your creditors, but does not go to the root of your problems or work on long-term solutions.
Kathryn Amenta takes a more holistic approach. By probing below the surface—identifying behaviors and uncovering beliefs—then learning powerful money management skills, you create the foundation that makes traditional financial and investment planning effective long-term.
|