Your Financial Plan

ORGANIZE, UNDERSTAND AND CONTROL YOUR FINANCE
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WE DESIGN

YOUR FINANCIAL PLAN

Especially for you to achieve your financial goals, we focus on building your investment policy and your wealth with purpose. In the end you will have understanding, organization and control of your finances. You just have to follow these steps:

FOCUS

WE FOCUS ON YOUR PERSONAL AND FAMILY PRIORITIES

INVENTORY

WE EVALUATE YOUR FINANCIAL INVENTORY OF ASSETS, LIABILITIES, INCOME AND EXPENSES

STRATEGY

CUSTOM STRATEGIES TO ALIGN YOUR ACTIONS WITH YOUR GOALS

METRIC

WE IMPLEMENT YOUR SUSTAINTABLE FINANCIAL PLAN WITH FINANCIAL METRICS
what includes?

YOUR FINANCIAL PLAN

BASED ON THE PRACTICE OF THE CFP® BOARD, YOUR PLAN MUST ANSWER THE FOLLOWING QUESTIONS

p. o1

How to get to your financial
independence plan?

p. o2

How to minimize
your taxes?

p. o3

How should you grow
your finances

p. o4

How to take control of
your debt?

p. o5

How to reduce your
financial risk?

p. o6

How to make decisions about your health, finances and beneficiaries?
FREE - BUDGETING PDF
WHY TO WORK TOGETHER?

Elaine King

CFP® – FOUNDER OF FAMILY & MONEY MATTERS ™

TRANSCEND

We were born organically helping the community in financial planning, our purpose is to TRANSCEND.

SHARE

We have experience with more than 1200 families creating personalized plans, we want to SHARE those lessons.

KNOWLEDGE

We have participated advising in portfolios over $1BN for families in the past 20 years, this is our knowledge
Ready to start?

Contact us

For very complicated whatever your situation, leave Your Financial Legacy Familiar is possible
4531 Ponce de León STE #200
Coral Gables. FL 33146, USA.
Elaine King - Family and Money Matters™ 2021
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