FINANCE 101 W/JOE
Since no two situations are alike, we believe the most important thing when discussing your insurance and finances is education.  It is important you have a clear understanding of all of the available options so you can make an informed decision that is tailor-made to your specific needs.  That’s why we created Finance 101 w/Joe.
 
It’s a step-by-step process designed to teach you the practice of good investing and educate you along the way so you can feel confident in your decision making.  Think of it as a financial course, but don’t worry, there are no tests or pop quizzes!
THE SYLLABUS
 
The outline to be covered in Finance 101 w/Joe includes, but is not limited to:
 
  1. Needs for Coverage and/or Investments
 
  • Number of family members
     
  • Your current strategy
     
  • Primary expenses to pay off
     
  • Short term, long term, and retirement objectives
     
  • Your biggest challenges
 
  1. Types of Coverage and Investments
 
  • Pros vs. Cons
 
  1. Amount of Coverage and Investments

IT’S ALL ABOUT YOU.

Throughout this process, it’s all about you.  There is neither a formalized structure nor a timeframe for implementation.  We understand that each client has different values, situations, and goals.

SCHEDULE AN APPOINTMENT
If you would like to schedule an appointment to discuss your current financial situation and future goals, please contact us by phone at (818) 788-1293 or via email at info@astalosinsurance.com.