|
|
Our services measurably improve financial health.
Similar to the advice "read the directions”, sometimes we need Financial
Directions. Our goal is to offset a substantial amount of your financial losses with the product and strategy gap options that affect
you. Therefore, some of the solutions
are found in the problems.
Choose among 3 Preferred Plans and a range of Custom Products that filter through thousands of possible combinations to offset your
losses. Each design mirrors your specific criteria and forms a clear path from
where you are to where you want to be. Improve your financial outlook
and health the way you like best.
Preferred Plans
Preferred Plans allow you to state your planning preferences, like planner relationship, goal type and level of planning. You
can select the relationship in face meetings (within 20 minutes of Boise) at your home or business, or select distance plans online, by phone
and mail.
- Provigap Financial Directions
a. Comprehensive - takes a broad in-depth look at your situation to prioritize a sound
balance of specific actions to offset setback losses you have experienced. You will
see what options can improve your chances for financial success in the goals we
evaluate.
b. Modular – takes a narrow in-depth view of only one aspect or goal of your financial
life where untapped money may be used to offset setback losses. A desire for two
or more of the gap offset options usually indicates that you will benefit more using
Comprehensive Financial Directions.
-
Product-Only Financial Directions
– bypass
our in depth planning to a product oriented
consultation
for those who want to make a pre-determined financial product move
or change only. This often includes insightful researched comparisons and implementation.
I hope they’re paying you plenty, because you have always provided me with a lot
more service than I ever expected to receive. Thank you.
–Jan A.
If you want free Financial Directions or have questions,
please give me a call, send an email, or fill in the brief form below so we
can begin helping you right away.
* Required
Preferred Plan?
Preferred Relationship?
Send me freebies
(unavailable to non-FHS financial reps):
Note: If you don't receive confirmation in your regular, junk or safe
email folders, send the information requested in this form, including your phone
number, to
admin@financialhealthservices.net with "Info Not Received" in the subject line.
To learn how we have helped others with setbacks, see
our
Case Studies.
|