What's your Game Plan?
We make your plan our game plan
A comprehensive financial plan should be a never-miss opportunity. Though you can do so on your own, there may be a lot of emotional baggage that keeps you from finishing it. It’s much easier to consult a Registered Financial Planner® to get your plan going.
With an RFP financial plan, we can optimize your salary and investments; save you money by making sure you’re not overpaying anything, including fees, insurance, or debt; and avoid behavioral errors that eat up your finances.
Using motivational principles, we're gamifying your financial plan and your other, project-driven, endeavors to simply get you "addicted" to your personal development.
You know what’s frustrating about being a writer, musician, painter, etc.? It’s sustaining your creativity. You know what’s worse than that? Staying creative while paying your bills, debts and working for money. Do you know what you need to do? Make an Artists Solutions Financial Planning.
Imagine you’ve reached your retirement years, but you’re not at all tired. In fact, you’re filled with energy. You get up in the morning like a teenager. Your brain is active. You’re excited with what you’re doing. And you just made money while sleeping. How did you do it? You made a Purpose-Driven Retirement Planning years ago.
Why do you need Financial Planning?
Financial Planning is a continuous and evolving process to help you make sound decisions about how to direct your savings and investments towards the goals in your life. It is not just about buying investment products.
Often, the plan involves protecting your family during emergencies or present income disappears. It also includes a guide on how to spend money more wisely.
Of course, you can make financial plans on your own. But if your needs are more complex, you can consider i-TeachOptions to make a financial plan for you.
Financial planning involves a six-step process.
- Short-, medium-, long-term Goal setting
- Listing of Assets and liabilities
- Current financial position (how close are you to achieving your goals?)
- Development of plan
- Implementation of the plan (changes to be made and how to make it happen)
- Monitor and review (annually or semi-annually)