Autonomous Finance

TLF Automated programs to meet different customer needs Manage Debt Pay down high interest. outstanding debt to create borrowing power $ Pay Yourself First Safely save available income into Savings/ Investment accounts $ $ $ Grow Investments Allocate funds into long term tax advantaged or automated advisory accounts Save for Quarterly Taxes (SMB) Automatic savings directed to state and federal taxes Automated Top-Up to Avert Low Balance Automated transfers for multi- relationship clients S Smart Budgets Reduce monthly spending by creating budgets and guidance to stick to them Automated Saving Identify and transfer small amounts of money to a single savings account personetics SELF DRIVING FINANCE Ⓡ

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