It is difficult for individuals to view their own finances and the options they have objectively. By offering unbiased financial advice and education, Edna assists you in making smarter decisions. Her services are available as needed or on an on-going basis.
- Comprehensive financial planning: There are many aspects of personal finances and it is important to look at the total picture rather than focusing on one aspect.
- Cash Flow Review: Understanding current Income/expenses and reviewing options to meet your goals (It is not how much you earn but how you manage it.)
- Review of current investments and/or review of investment proposals from other firms.
- Asset Allocation of investments: Diversification is important.