Free analysis of your financial position and issues you may need to address. Find out how much you can save through smarter tax and investment management. Yours for free. Standard cost may reach Hundreds of Dollars.

In-depth analysis of your financial position, including specific financial targets. Accumulate wealth over time through efficient tax and investment management. Yours for $195. Standard cost may reach Thousands of Dollars.

In-depth analysis of your financial position, including specific financial targets. Accumulate wealth over time through efficient tax and investment management. Yours for $99. Standard cost may reach Thousands of Dollars.

 

Schedule a private call with your own financial advisor. Walk through your financial plan, and get further advice for implementation. Pay the lowest cost available for top expert advice.

‘Fiduciary’ means the advice you get from us has only one set of priorities and benefits: your own. Financial planning based on our service is guaranteed to be free of any hidden commercial and third party incentives: we do not sell you financial products or packages, nor do we receive commissions from any financial-services company or organization. All our advisors are bound by that professional oath, like your attorney would be, for example.

We are confident that you will be completely satisfied with the exceptional value that our services provide. Nevertheless, if for any reason you are not satisfied, all of our services carry a full money-back, no questions asked guarantee.

This term refers to the method of compensation for the financial planner. "Fee-only" planners are compensated solely by fees paid by their clients and do not accept commissions or compensation from any other source. "Fee-only" planners believe there is a significant "conflict of interest" if an advisor stands to gain financially from the purchase of any product he or she recommends to the client.

This service is registered with the Securities and Exchange Commission (SEC) under our formal name FinancialAdvice4Me LLC. You can find us on the SEC website at: www.adviserinfo.sec.gov. As RIA's our business is regulated. All companies registered as Investment Advisors with the SEC receive fees - not commissions.

A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

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My Financial Checkup

What you get:

  • Exact assessment of your financial position relative to your age and personal situation.
  • Analysis of your financial habits in five key areas with targets to aim for.
  • Estimate of the wealth you can accumulate over various periods of time through more efficient tax and investment management.

Click here to view an example of a Financial Checkup (PDF)

Price: $195           

How it works:

Using a friendly, chat-based interview, you are asked 30 to 40 questions which are needed to perform an accurate calculation of your financial situation and assess your financial health. Among other topics, the interview collects income data, owned real estate data, liabilities, and investment portfolio data. It includes questions such as:

  • What is your employment status?
  • What is your current annual salary?
  • Do you receive a pension from prior employers? How much?
  • Do you receive money from social security? How much?
  • Do you have income from financial assets such as interest and dividends? How much?

The interview is interactive and dynamic. Various questions may be asked based on answers provided to previous questions. You set the pace of the interview and, if necessary, can stop and continue at a later time.

The data collected during the interview is processed and analyzed by People's Financial Advisor. This expert system generates a Financial Checkup Report, which is approved and signed by our Chief Financial Advisor.

The written Financial Checkup report includes the following:

  • Calculated financial position based on the financial information you provided.
  • A practical explanation of the ten financial stages in the Cambridge Financial Life Cycle
  • A measurement of your financial habits based on the Five Fundamentals of Fiscal Fitness© and directional recommendations for improvement where applicable.
  • An analysis of the money you "waste" by not taking full advantage of tax shelters and more efficient investment vehicles. You'll see the huge amounts you can potentially save over one year, ten years and until retirement.

Click here to view an example of a Financial Checkup (PDF)

Price: $195           

Next steps:

Upgrade your financial checkup to a holistic financial plan. 


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