Step 3: Understand your now
Many people have only a rough idea of their monthly budget, and it’s OK if you’re one of them. Your AXA Advisors financial professional can help you identify all the potential items that should be included in the budget. You may be surprised by how many parts there are to your financial life. To make this step easier, we break them down by category; earnings, expenses and savings.
The broader the view of your finances, the better
The resulting picture has the potential to influence how you spend, save, invest and plan. When you add it all up, you may be surprised by what you find.
At this point you will have completed the three major components necessary for your AXA Advisors financial professional to develop the personalized strategies, strategies and options that will enable you to make informed decisions and take action towards achieving your goals.