Financial Planning Introduction to Lifetime. What is Life? We each get one turn It should be lived with purpose. 30's.

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New Life Financial Planning

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Presentation transcript:

Financial Planning Introduction to Lifetime

What is Life? We each get one turn It should be lived with purpose. 30's

What is a Financial Lifetime? Wealth Age A Journey of Two Halves

Each Life has Key Financial Milestones

Our Approach is We Focus on YOU and YOUR Goals

What is Important TO YOU?

Set Some Goals

Without the right tools… Your financial future can be difficult to

Our Approach is We review in detail your current situation

Our Approach is We predict cash flow for every year for the rest of your life

Our Approach is We show you how long your money will last

Our Approach is We help you create a plan of action to ensure you never run out of money

One Life Wealth Can Help Understanding You Our Expertise Independent Recommendations Keeping You On Track

Planning is Important

Call Now for a free personal presentation meeting – Or Click below to