The second point of our money management and control service involves analyzing the current and future value of your investments and debts. By tracking your investments, you can make informed decisions about whether to hold or sell them based on their performance. By tracking your debts, you can create a plan to pay them off efficiently and reduce the amount of interest you pay over time. This analysis can help you optimize your investment portfolio, reduce your debt burden, and improve your overall financial health.

Finally, our money management and control service includes creating a balanced income and asset-based net worth statement. This statement provides you with a comprehensive overview of your financial situation, including your income, expenses, assets, and liabilities. By creating a balanced statement, you can see where your money is going and identify areas where you can reduce your expenses or increase your income. This statement also allows you to track your progress towards your financial goals and adjust your plan as needed to ensure that you stay on track. Overall, our money management and control service provides you with the tools and information you need to take control of your finances and achieve financial success.