...
UYS - Update Your Life - OAARS - Objectives, Assess, Assumptions, Review, Steps
Financial Health - AMSGPSL
Ask
Financial Goals?
Current Financial Health?
...
estate plan - what to pass on and how
Make
make plan - find right work income plan - roles, products, services, etc
...
a>>> file 2023 returns by Aug 31
Save
savings plan - improve net monthly income flow, wealth generation
...
<< see options under Plan-Decisions
Grow
investment plan - how to invest for sustainable income growth within the risk profile
...
<< see performance - 1 year below
<< see opportunities - investments - jim-view1
https://finance.yahoo.com/portfolio/p_0/view/view_3
<< see how values on Zillow for protection, growth, income
https://www.zillow.com/myzillow/yourhome
Protect
Insurance ?
homeowners - insured or self-insured
...
will
Trusts
Spend
Given income, wealth goals
...
Focus on free entertainment for fun >>> 5WH ?
Live
living plan - within 2 years, rethink locations, who to live with where
...