WHEN WE WORK TOGETHER
you will receive
A blueprint that outlines our understanding of your current situation and your personal goals and priorities. We provide you in-depth summary & description
of where your money is going and how it's growing.
Your CFDB (Comprehensive Financial Dignity Briefcase) covering the eight key areas of your life:
Your Road Map to complete your CFDB with a communication plan
for the next 12 months.
An Annual Scorecard to measure your progress toward your goals.
An Annual Scorecard to measure your experience with Financial Dignity Group.
8. Digital Asset