The Tranont Life Confidential Needs Analysis (CNA) is a process used to identify financial needs and goals to help families make more informed decisions about their finances. CNA’s are no-cost, no-obligation, meetings between individuals and our licensed Associates.
During a CNA, our Associates meet with individuals, listen to their goals, evaluate their situation and explain fundamental financial principles in understandable language.
Before anything else, we help you understand basic financial concepts so you can make informed decisions about which financial products fit your needs and your budget.
Before your CNA you will need to watch the CNA video.
It is also helpful if you watch the Wealth Plan Overview video:
For Wealth Specialists: