Creating a Game Plan
Financial planning throughout life’s stages
CREATING A GAME PLAN
Financial planning through life’s stages
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Financial Literacy Survey
See how your current situation compares to what the experts say
Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
This survey is designed to help you answer questions about how you understand and treat money. Everyone has a relationship with money, and part of my process is to transform negative experiences into positive practives, and to nurture healthy relationships along the way.
Once you’ve completed the survey, you’ll recieve an email within 2 business days with insight into your financial foundation. You’ll also have the ability to recieive updates from “Money Goggles”, the blog center of my website where I post thoughts and ideas about the financial world.
“Long term thinking and planning enhances short term decision making.”
– Manoj Arora