- Learn and implement 15 simple financial rules
- Receive your personalized website that updates your complete financial picture automatically
- Stores all your important documents in a secure online protected vault
- Tracks where every dollar is going
- Easily know where you stand financially anytime, anywhere
A powerful financial tool to see where you are and more importantly where you should be.
- Identifies hidden financial threats that make you vulnerable
- Determine not only if you are saving enough but if you’re doing so in the right places
- A powerful way to see how your assets can be eroded by taxes and debt.
- Reveals how much of your hard earned money is not ending up in your pocket
- Provides a graphic summary of your financial strengths and weaknesses
Confidential Financial Conversation (CFC)
When was the last time you had a real authentic financial conversation about you, for you, with someone who is knowledgeable, experienced, and truly cares?
- Determines where you are, where you want to be, and what’s holding you back
- Identifies your biggest financial problems, concerns and frustrations
- Uncovers possible financial threats you may not know
- Develops trust and open lines of communication
- Finally creates the “starting point” for your financial future
Financial Wealth Check Up (FWC)
As a dentist I saw the importance of regular health checkups to ensure my clients stayed healthy, avoided pain, and saved money on costly avoidable dental work. Shouldn’t your financial plan do the same?
- Readjusts your financial plan to insure you are staying on point
- Updates your Living Balance Sheet for more accurate financial analysis
- Continues to seek out and alleviate financial waste
- Affords you the opportunity to ‘check in’ with someone you trust and truly cares about you and your financial well being
- Holds you accountable to seeing your financial plan to its fruition
Our Professional Responsibility at Varno + Company
No matter how powerful the above processes are, what matters most is the personal relationship and service we provide for our clients!
We promise to …
- Be your financial sounding board
- Bring economic truth to the table
- Guide you on the right path to financial success
- Always act in your best interest
- Make Every Dollar Work Harder, Smarter, Faster, and Safer!