Affordability Analysis

Preparing for a big purchase? The time to determine affordability is prior to committing to the financial decision. Our affordability analyses consider multiple scenarios to help the make the wisest choice for the client’s finances.

Some of the live events we consider in our multiple financial scenarios are:

  • Additional children
  • Loss of income
  • Health changes

The client is presented with the full analysis and recommendations regarding the financial decision at stake. New clients can purchase the course a la carte, while current clients can also add it as an extra to their current budgeting program.

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