Freedom Audit
Our 21 point action plan to gain control
from the financial institutions
We will go over details of your current financial plan and debt and how it affects your life and income. This information will be the foundation of your future financial plans.
Current debts
Financial goals for the future
Financial strategies
We will also discuss your financial goals and how we can help you achieve those goals so you can achieve financial freedom.
These questions aim to evaluate the accessibility and resilience of your financial resources.
Net worth accessibility
Death coverage
Wealth for future generations
We will analyze whether your savings would sustain you in case of a disability, if your family could maintain their lifestyle in your absence, and if your financial legacy is designed to ensure long-term wealth for future generations.
These questions will assess much control you have over your current assets.
Ease of access to assets
Accessibility for spouse/beneficiary
Ease of asset management for your spouse/beneficiary
We will evaluate how quickly you can gather your financial details, how easily your spouse or beneficiary can locate this information, and how effectively they can manage your assets according to your wishes.
These questions evaluate your financial preparedness for retirement.
Income security
How to create income
Passive income
We will assess your income security in the event of a major market loss, your understanding of converting your savings into income, and your interest in generating mostly passive income.
Contact Us
Irwin, PA 15642
Phone : (724) 454-3584
Email : [email protected]
Web : www.remnantfinance.com
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