BNI San Francisco Civic Center Chapter
Hotel Rex, 562 Sutter St. (at Mason), San Fransisco, CA, USA
Meetings: Wednesday, 12.00 - 1.30pm
Contact: Kathryn Amenta
Kathryn Amenta, Financial Advisor

T: (415) 333 6972 E: Kathryn@kamenta.com W: www.kamenta.com
  • Financial Advisor

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.

Financial Advisor 5-step Process:
  1. 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. . .
  2. 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?
  3. Uncover the personal beliefs at the root of your money behaviors. How you feel about money, entitlement, wealth, earning, safety, personal worth. . .
  4. 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.
  5. 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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