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1 Finance: Financial Advisory

Category : FinanceVersion: 2.0.1

Size：52.00MOS : Android 5.1 or later

Developer：1 Finance: Registered Investment Advisor & Planner Update：Feb 19,2025

4.2

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Application Description

The 1 Finance App: Your Personalized Financial Roadmap to Success

Take control of your financial future with the 1 Finance App, your comprehensive financial advisory solution. This app provides personalized financial planning from certified financial advisors, ensuring your financial objectives are met.

Here's how it works: Download the app, schedule a discovery meeting with a Financial Concierge Specialist, complete the MoneySign® assessment, and share your financial information. Then, book a consultation with a qualified financial advisor, receive actionable steps for the next quarter, and benefit from regular check-ins to stay on track.

Key App Features:

Tailored Financial Planning: Receive personalized financial plans from qualified advisors, addressing all facets of your finances.
Streamlined Onboarding: Easily get started by downloading the app, scheduling a discovery meeting, and completing the MoneySign® assessment.
Holistic Financial Wellness Plan: Gain a comprehensive overview of your financial health with customized insights aligned with your personality and behavior. This plan encompasses wealth management, asset management, liability management, emergency planning, tax planning, cash flow planning, will and retirement planning, and more.
MoneySign® Assessment: Benefit from a patented scientific assessment that identifies your personality type to deliver hyper-personalized recommendations.
Expert Financial Advisors: Access a team of qualified and certified financial advisors offering unbiased guidance.
Regular Check-ins: Stay focused on your goals with monthly and quarterly check-ins to review progress and make necessary adjustments.

Conclusion:

The 1 Finance App revolutionizes personal finance advisory. Its personalized approach, comprehensive Financial Wellness Plan, and team of expert advisors offer a unique and holistic solution for managing your finances. The simple onboarding process and MoneySign® assessment ensure a user-friendly and tailored experience. Download the app today and embark on a journey towards financial well-being and a secure future. Click here to download the 1 Finance App and begin your financial planning journey.

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