our no-cost analysis provides answers
Debt-To-Income Reduction
- What is our debt-to-income ratio?
- Is there a specific payment strategy that can accelerate our debt payoffs and lower our debt-to-income ratio?
- Which debt should we be focused on first?
Mortgage and Home Equity Acceleration
- Is there anything that we can do to save money on interest without refinancing to a lower interest rate?
- Can we build equity in our property faster without paying out more each month?
- When can we be totally debt free?
Retirement Savings Goal
- What is our specific financial independence number?
- How much do we need to save monthly to get there?
Emergency Savings Goal
- How much should we have in an emergency savings account?
- What accounts are best for this money?
Children's Future Fund Goal
- How much will it cost for our children to attend a college or trade school?
- How much should we be saving monthly for our children's future?
Home Down Payment Goal
- Should we be saving for a down payment or making extra payments on our other debt?
- How long will it take to reach our home down payment goal?
Life Insurance
- Do we need life insurance?
- If we would suddenly lose the income of a bread winner, can the family continue to live the same financially?
- Should we have coverage specifically for our home mortgage?
- Should we have coverage specifically for our children's future?
- Are we paying too much for the the policies we have now?
Auto and Home Insurance
- Are our current limits of coverage enough?
- Are we unknowingly overspending on our current policies?
- Do we qualify for additional discounts?
Will and Legal Protection
- Why do we need a will?
- How can we set up a will?
- How can we set up a power of attorney (POA)?
- How often should our POA and will be reviewed or updated?
Identity Theft Protection
- Does our homeowners insurance cover identity theft?
- Does what we have now cover everyone in my family?
- Are we paying too much for what we have right now?
contact us to get started on your analysis
Yes, I'd like a free comprehensive financial analysis!
After you watch the introduction video below, contact us to request a confidential financial analysis information form. You can email us at louxteam@financialhouseplans.com or call/text to 223-403-0192.
Frequently Asked Questions
I do like what I see and I'm interested to learn if I can improve my current finances. Before I decide to move forward, can I contact you to ask a few questions?
Of course! The most important thing is for you to feel 100% clear and absolutely comfortable. The easiest option for most people will be to text at 223-403-0192.
You can also email at louxteam@financialhouseplans.com
What documents will I need to help me complete the analysis information form?
Recent pay statement
Auto and homeowners insurance declaration pages
Personal life insurance policies
Recent credit card statement(s)
Current auto loan statement(s)
Current mortgage statement
Current 401k, 403b or IRA statement(s)
Current investment account statement(s)
Current bank checking and savings statement(s)
