Personal Financial Planning Guide
Description
A personal finance plan in PDF form, based on your income, spending and goals.
After you order, the seller sends a questionnaire to Account → Messages about your budget, savings, debts, goals and attitude to risk — no bank details or documents are needed. Within 5–7 days you receive a guide with a budget structure that fits your habits, a debt repayment order, a savings plan for your goals, general approaches to investing that match your risk tolerance, and points to consider for retirement and insurance.
The guide is educational and does not replace regulated financial advice from a licensed adviser.
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Products
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Category:Personalised Guides
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Product Type:Personalised guide
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Level:Beginner
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Duration:5–7 days
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Format:Personalised PDF guide
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Delivery:Sent by the seller in Account → Messages
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Delivery time:5–7 days after you share your details
What you get
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Personalised PDF guide Prepared for you by Lionel Sanchez
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Delivered in 5–7 days After you share your details
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One-to-one with the seller Through Account → Messages
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Yours to keep Download it any time from your account
€ 100,00
How it works
- Pay securely Visa or Mastercard with 3D Secure. Your invoice arrives by email straight away.
- Share your goals The seller messages you in Account → Messages to ask a few questions.
- Get your guide in 5–7 days Your personalised PDF is delivered in Messages and stays in your account.
Full refund if you cancel before you send your details — see the Return and Refund Policy.
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