Comprehensive Financial Consultation

Service Description

FEX will work with you and take a comprehensive dive into your personal financial situation and issue a comprehensive financial report that will highlight and explain recommendations that will elevate your financial situation and knowledge. Areas covered include insurance risk exposure analysis, investment allocation analysis, cash inflow/outflow analysis, debt considerations, benefit analysis, goal setting and needs analysis, and net worth calculations. Taking this step to learn and allocating your finances in the right buckets now will set you up financially for years to come - waiting could literally costs you thousands in lost time.