Financial Planning from the Inside Out
Kathryn Amenta Financial Advisor helps you solve your money problems and get on track
to the financial future you desire. How? By working with you from the inside out.
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Financial Advisor 5-step Process:
- Start with the ways your financial problems show up. Such as chronic debt, tax issues,
medical finances, inability to save or manage new wealth, fear of retirement, financial
fallout of a divorce, inability to budget for a new home or college. . .
- Identify the money behaviors that have led to your financial problems. How you manage
income and expenses, save, incur debt, repay debt. Are you earning at your full potential?
Meeting your crucial needs? Dissatisfied with the results you're getting?
- Uncover the personal beliefs at the root of your money behaviors. How you feel about
money, entitlement, wealth, earning, safety, personal worth. . .
- Learn powerful new money management skills to replace self-limiting behaviors. Balance
needs and desires. Pay down debt. Create your financial plan to manage monthly and annual
income and expenses. Save for rainy days, vacations, a new home . . . Go after the income
and job you deserve.
- Create a vision for your future and action steps to make it happen. Identify what it
will take to create the future you desire. Manage your finances, assets and investments
to achieve your dream.
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