Sample Plan - Free Financial Plan by Anasova - Report - Page 6

How to Use This Report
I suggest you work through the action steps above as a checklist.
1. If you want more detail...
Dive in to the report.
2. If you want to know "how"...
Jump to "Your Action Steps - More Detail" in the appendix where you will nd speci c
recommendations.
3. If you need help...
Work with your professional advisors or connect to our experts for help on anything, anytime.
For $99, you can review this report with an expert.
Your estimated savings
While I do not have all of your details, I estimate:
The guidance I am providing has the highest probability of accomplishing your goals. That is my biggest value!
If you follow my complete process I estimate you could save $5,213 per year.
Most of this savings comes from unnecessary investment expenses I estimate you are paying. I nd that most
people have no idea the total amount they are paying in investment fees. A portion of the savings is from things like
upgrading your checking account. I'll try to provide details in your report.
For $99 you can do a deeper dive on your actual annual savings with one of my fee-for-serve experts. They offer a
satisfaction guarantee. Click here to learn more.
Key considerations
Ana, you should get a
nancial plan once every two to ve years.
A plan will generally cost between $300 and $2,000 from a fee-for-service professional.
It is not clear why you need more nancial advice more frequently.
Take action: Follow these steps and update your report in 12 months for more information on what to do next. I
have more things to tell you, but I want to focus on these steps rst.
Some of the ideas I'll share with you might be controversial. I use math to gure out what is best for you. You can
learn more details about my approach in the report. If you can prove something is better than what I suggest, you
could earn a reward! See details in the back.
Ana, there is a chance you may not be familiar with some basic investing terms. For example, when I say you
should be "building an investment account", you might not know what that means. Here are links to free resources:
Investing basics
Home buying basics
Saving and budgeting
Understanding your paycheck and things like gross vs. net income
If you don't understand something, please let me know!
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Terms of Use included in their entirety. Contact Us.
See important notes and disclaimers at the end of this report.

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