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Basic Financial Health Check – No Call

€250.00

The Financial Health Check is an assessment of your personal finances, the main risks you face, and recommended actions to get you to progress towards your goals.

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One-Off Planning Consultation
If you need to deal with a specific financial issue we also offer one-off consultations for professionals who are not ready for the the 12-month planning process, but still want financial support right now. We focus on 2-3 financial topics from the list below to help you understand which actions to take next. In our 90-minute conversation, you’ll receive a deeper understanding of your financial situation and answers to your most pressing questions. You’ll walk away with a written plan that you can use as a blueprint to confidently make further progress on your own.

• Income/Expense Planning
  • Does your income support your lifestyle?
  • Are you spending intelligently?
  • How much do you need for emergencies?
    
• Goal Creation
  • What are your 12 month, 5, 10+ year goals?
  • Are you on track to achieve them?
    
  • Who holds you accountable for these goals?

• Employee Benefits
  • Are you optimizing your benefits at work?
  • Is there any further way of increasing your benefits?

• Insurance
  • Do you need life and/or serious illness insurance?
  • Are you over or under insured?

• Retirement
  • What does retirement mean to you?
    
  • How much money do you need to retire?
  • Could you retire earlier than you initially planned?

• Investments
  • Are your investments performing adequately?
  • Is your strategy aligned with your goals?
  • Are you taking on too much risk? Not enough?

• Debt Management
  • How do you prioritize which debt to pay down first?
    
  • Should you be paying more or saving/investing?
• Housing
  • Should you buy or continue to rent?
  • How do you determine your down payment?
  • When should you refinance your mortgage?

• Family Planning
  • How much should you be saving for college?
  • What can you do now to be prepared for big cash-flow moments later?

• Estate Planning
  • Are you protected should something happen?
  • What documents do you need in place now?
  • Are you going to receive an inheritance? Is there a plan in place? Is it tax efficient?

• Tax Planning
  • Are you taking advantage of all tax savings opportunities?
  • Does tax deferral make sense for you?
    

• Career
  • Do you enjoy your job? Why or why not?
  • Are there ways for you to adjust or change it?