A Small Investment, LLC

Want to organize your financial life and transform intentions into prosperity?

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    “A thorough Financial plan is only as good as the foundation it is built on. The foundation starts with organizing your finances, and this book will guide you through the process step by step. No matter where you are currently.”

    André Small, CFPⓇ, MBA

    Founder and Financial Planner,

    ASI LLC

    What you get:

    Start to understand your finances the way a CFPⓇ professional does; with the following resources to Align your financial goals with your:

    • Cash Flow
    • Net Worth
    • Risk Tolerance and Risk Capacity
    • Important Contacts Organizer

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    What is This all about?

    This book is an extension of my mission, to empower you organize your financial life and lay the groundwork for true financial freedom.

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    It’s designed for those who understand their finances but need that extra guidance to reach their goals.

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    Together, we’ll walk through steps 1 and 2 of the 7-step CFPⓇ financial planning process, setting you on the path to a prosperous future.