People who want a clearer view of where they stand, where their finances could take them over the next five years, and how major decisions fit into the bigger picture.
A CLEARER PICTURE. A SMARTER FIRST MOVE.
See Where Your Money Is Taking You.
Get a personalized 5 Year Financial Plan showing where you stand today, where you're headed, what you can afford, and exactly what to do next.
Personalized to You • Built Around Your Goals • Actionable First Moves
Less guesswork. More perspective.
01
Understand Where You Stand
See your income, spending, savings, investments, and debt in one clear financial picture.
02
See Where You’re Headed
See where your current path could take your net worth and finances over the next five years.
03
See What You Can Afford
Understand what major goals like buying a home could look like within your financial picture.
04
Know What to Do Next
Leave with personalized First Moves designed to improve your financial path.
A complete picture. A practical plan.
Five Year Financial Projection
See where your income, savings, investments, and net worth could take you over the next five years.
Cash Flow Analysis
See where your money goes, how much you’re saving, and where you may have room to improve.
Savings & Investment Outlook
Understand how your current saving and investing could shape your long term wealth.
Home Buying Outlook
See what you could afford, how much you may need to put down, and what homeownership could mean for your finances.
Financial Scenario Analysis
Compare different financial choices and see how they could change your five year outlook.
Personalized First Moves
Get clear, personalized actions to strengthen your financial position and move toward your goals.
Polished PDF Report
Take home your complete personalized plan in a clear report you can reference anytime.
Plan Walkthrough
Walk through your results, ask questions, and understand exactly what your plan means for you.
From information to direction.
01
Complete Your Intake
Share your finances and the goals you want to explore.
02
We Build Your Plan
We model your personalized five-year financial outlook.
03
Receive Your Report
Receive your PDF analysis and personalized First Moves.
04
Walk Through Your Results
Review your results and decide what comes next.
Financial information. Real-life clarity.
I built First Move Strategies around a simple idea: you shouldn’t need to be wealthy before you can have a clear financial plan.
My background in accounting, finance, venture capital assurance, and startup financial modeling taught me how powerful a clear financial picture can be. I wanted to bring that same analytical approach to the decisions people make earlier in life.
First Move turns your numbers into something more useful: a clear view of where you’re headed and what you can do next.
Thomas E. Anderson
Founder, First Move Strategies
Accounting & Finance • Venture Capital Assurance • Startup Financial Modeling
One Plan. A Clearer Way Forward.
PERSONALIZED 5 YEAR FINANCIAL PLAN
$299
Your personalized five year financial plan, built around your finances, goals, and decisions.
Five Year Financial Projection
Cash Flow Analysis
Savings & Investment Outlook
Home Buying Outlook
Financial Scenario Analysis
Personalized First Moves
Polished PDF Report
Plan Walkthrough
Personalized to You • Actionable First Moves • Walkthrough Included
A few things to know.
See where you’re headed. Know what to do next.
First Move Strategies, LLC.
© 2026 First Move Strategies, LLC. All rights reserved.
Projections are estimates based on assumptions and information provided and are not guarantees of future performance or financial outcomes. Actual results may differ. First Move Strategies provides financial education, analysis, projections, and decision support. Planning materials are not a substitute for individualized investment, legal, tax, or other regulated professional advice.