Personal Savings Analysis

Thank you for scheduling your Personal Savings Analysis. Before our meeting, please take time to watch the 45-minute video below called “How to Bank Like a Bank” and check out the emailed worksheet to help you prepare.

The worksheet must be completed and submitted before our meeting.

Please gather details on your mortgage, car, student, and personal loans, along with any credit card balances and monthly expenses. Watching the video and completing the worksheet ensures we can make the most of our time together and create a personalized strategy based on your real numbers.