01.
Foundations
In this initial phase, we focus on building a strong financial base. Establish emergency savings, create a budget, and manage debt effectively. Lay the groundwork for growing your income.
02.
Expansion
During this phase, aim to grow your wealth and assets. Invest wisely, diversify your portfolio, and increase your income streams. Set financial goals and work towards achieving them.
03.
Retirement
As retirement approaches, shift your focus towards preserving and maximizing your savings. Evaluate your retirement plans, optimize your investments for income generation, and consider factors like healthcare and estate planning.
04.
Legacy
Tailored financial advice and consultation to meet your unique financial goals and needs.
This testimonial may not be representative of the experience of other clients or financial professionals and is no guarantee of future success. This testimonial was not paid for.
This testimonial reflects the personal experience of a client of Jason Purvis CFP at a prior firm.
This testimonial reflects the personal experience of a client of Jason Purvis CFP at a prior firm.
