Cataldo Financial Solutions - Financial Needs Analysis

What is a financial needs analysis?

A Financial Needs Analysis (FNA) is carried out by a qualified financial planner to ascertain the current state of your finances and your future financial needs. It also ensures that you are not sold any particular financial product without an overall assessment of your finances and existing financial portfolio.

How much does an FNA cost?

A personalized FNA is complimentary at Cataldo Financial Solutions Inc. , which would otherwise cost approximately $250 on average. At CFS, we want financial freedom to be within reach for all of our clients. Our goal is to set you up for success and on the path to a debt-free future with a sound retirement plan in place. Your own personalized Financial Needs Analysis can benefit you in multiple ways:

No matter what financial challenges you face—whether it’s debt, limited savings and investments, or lack of life insurance—they can be resolved successfully. By providing you with a better understanding of your financial situation and access to products and solutions that are appropriate for your specific goals, we can help you achieve your dreams with a no-obligation Financial Needs Analysis.

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