Personal Financial Plan
Home - Personal Financial Plan
How we will Create Your Personal Financial Plan
We clarify what you want to do. There are two categories:
a) short-term desires and
b) long-term desires
Short-term desires are those that are completed within a short period of time up to 5 years. Desires such as a leisure trip, a car, renovating home furniture, etc. There are desires that can be realized, for example, in 6 months, but it depends on the plan we will create.
Long-term desires are those that are completed in more than 5 years.
Desires such as buying a house, etc.
Step 1: We map your expenses
Think of it like looking at a map before a road trip. So together we'll look at:
how much you spend
where you spend it
and which of them you really want
We'll make it simple. Just like you organize your room so you can find your things.
Step 2: We identify what you want
How your money will help you? E.g. Travel.
We do market research on the specific topic
We find all the information and suggest 4-5 alternative solutions
We provide you with the collected information
Step 3: We create the plan
Here we create your "plan" for your money:
We see the expenses you make
We do research on where you make them and how much you want them
and we give 4-5 alternative solutions for each expense.
I will help you understand it all about spending with simple, clear steps and smart habits.
Step 4: We Put the Plan into Action
The final plan is ready, with all the alternative suggestions, for you to make your choices.
We will start making small changes for big results. You will not be alone. I will be by your side and I will help you stay focused on the plan until the "end of the journey".
Step 5: We adjust the plan according to your Life
Life changes and the same will happen with your small spending habits. This is normal. We will be met regularly to see which moves are working well and which ones to adjust to the new data. Your personal Plan is designed to give you flexibility and adapt to the new data of life.
Personal Plan: like your unique DNA
A personal financial plan gives you confidence, clarity and control. It helps you stop worrying about money and start using it to build the life you want.
You won't do it alone. I will be by your side and together we will celebrate your victories.
I am here to guide, support and empower you every step of the way.
Let's build your future — for a purpose.
