Online Personal Financial Plan

Our online personal financial plan (PFP) provides you with a roadmap for reaching your financial goals. We take into account your age, number of dependents, current savings levels, risk tolerance, future expenditures and other factors to create a personalized plan for you.

PFP online will provide you with:

• Analysis of your capabilities
• Description of three possible future scenarios
• Step-by-step actions to implement immediately
• Calculations for reaching your goals
• Investment recommendations in accordance with your risk profile

We have significantly reduced the cost of creating the plan by automating the process, reducing information related to budgeting, and concentrating only on the most important data.

Your Personal Financial Plan will address:

• Building capital to generate passive income
• Saving money for your child’s education or other large expensess
• Increasing your profit potential and reducing investment risks
• Taking advantage of tax advantageous regulations

HOW TO PROCEED

You will need to fill out a simple questionnaire (sent by e-mail). Based on your answers, we will send you an invoice via email. After receiving payment, you will receive a personal financial plan by e-mail within 48 hours.

If you are interested in details concerning our services and their feasibility, please contact us – our specialists will answer all your questions for free.