Financial Needs Analysis

If you're like many people, you're in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there's only so much money to go around and preparing for the future can be overwhelming.

Charles Alexander Financial Services Can Help

To help families better understand their personal finances, Charles Alexander Financial Services offers the Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalised strategy for your financial security. The FNA is complimentary, confidential and customized for every family that Charles Alexander Financial Services serves.

Here's an overview of the FNA's five basic sections and the information you'll receive from each:

  • Debt Solutions
    Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.
  • Retirement Income
    Provides a detailed analysis of how much money you need to prepare for retirement.
  • Insurance Protection
    Offers a variety of insurance strategies to ensure your family's financial future should you die prematurely become sick or disabled
  • Building Your Financial Future
    Pulls all your information together by outlining specific steps to put your plan into action.