During our consultations Money Counts determines what the best financial strategies are for you.
Goal Setting - We determine what your financial goals are. We discuss with you where you want to be, not only 10 or 20 years from now, but also next year.
Fact Finding - We discuss your desired lifestyle. How do you want to live between now and retirement? Are you willing to just save money or do you want your money to throw off revenue now to enjoy more things today?
Resource - We analyze the opportunities available and choose a financial strategy Identification that will work for you to accomplish your goals.