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Financial Strategy

This is all about managing you personal financial portfolio.

 

There are five major principals of Financial Strategy. Each segment highlights an area of focus like a piece of a puzzle that is critical to make the big picture (your portfolio goals) complete.

As you review these specific principals with your MarimorLife Advisor for your own Financial Strategy you will gain clarity concerning not only what to do but how to do it.

 

Remember, this is not about how much money you have but rather how you make the money you have work for you to accomplish all of your goals.

Never Underestimate Your Ability because Now is Your TYM2THRIVE!!!

Get EDUCATED  -  Be GUIDED  -  Have SUPPORT

Holding Money

01

Cashflow Strategy

With out cashflow, there's no opportunity. Everything costs something. Even free stuff isn't free. Do you understand how much your time is worth? Do you know how much money you need each month to make ends meet? Do you have a number in mind regarding how much you want based on the quality of life you desire?

Your Cashflow Strategy will outline all the answers to these questions and more. This is where you lay the foundation for financial stability. This how you create a structure that will stand the test of time, I mean inflation. 

02

Credit Strategy

Managing your credit can be challenging when you don't understand how the system works. What is credit? What is your credit score? Why should you care? How do you maintain a healthy credit profile?

Your Credit Strategy will guide you in goal setting and support you in creating the habits that will lead to the financial success you deserve. This is about keeping your options open and being ready for the opportunities that come because you have the resources available. 

Credit Card Payment
Meeting

03

Savings Strategy

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04

Insurance Strategy

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Portrait of a Family
A team discussion at a trading room

05

Investment Strategy

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