The foundation of Plan & Act’s process and ongoing
Money Management services is your personalized Financial Plan. Through our “chat-like”
interview process, we’ll gather the information necessary to create your own, unique
“roadmap” for financial freedom.
What you get:
- An Objective Financial Plan accompanied by Recommendations to help
you accumulate sufficient financial resources for retirement and other major life
- Holistic Analysis of your financial matters in order to utilize long term
tax benefits to the maximum.
- Recommendation of the right Financial Risk Capacity and Asset Allocation
for you based on your financial and personal circumstances.
- Objective Money Management Services to help you implement your financial
plan with Ongoing Investment Advice provided on a quarterly basis to make
sure your investments stay on track (for an additional charge).