ALTIFY — A BETTER MONEY CONVERSATION

1. What one decision are we trying to make?
2. Which amounts and dates do we know, and which are estimates?
3. What matters most to each person in this decision?
4. What information should we check before deciding?
5. Who will take the next action, and when will we review it?

General educational prompts, not personal financial advice.
Do not share passwords or account credentials.
Altify Digital Advisory Inc. — altify-digitaladvisory.com