Subscription Details
Your Wealth Stage
Financial Independence
Your Financial Ratios
Investment Portfolio Is 7-25x Living Expenses
Strategy
Transition Stage Reduce Risk, Begin Converting Wealth into Lifetime Inflation Protected Income, Start Doing What You Really Want To Do
Subscription Components
- Financial Assessment and 30-minute meeting with advisor
- Online Resources
- Two-Minute Spending Planner
- Actual Spending
- Next Steps Financial Plan
- Interactive Progress Tracker
- Access to Closed Facebook Mastermind Group
- Monthly Mastermind Group Coaching
- Online Educational Content on the 7 "Levers" of Financial Growth You Control
- Target the growth rate of your Net Worth
- Targeting the growth of your income
- Targeting the savings rate
- Targeting your living expenses
- Targeting your debt reduction rate
- Targeting your return on investments
- Targeting your leverage, or use of good debt, aka People's Money
- Financial Dreams Calculator
- Investment Account Creation and Management
- Individual Results Coaching Appointments
- Selected Appointments
- Annual Portfolio Analysis and Rebalancing
- 5-Year Wealth Accumulation Plan
- Retirement Readiness Planning
- Roth Conversion Planning
- Personal Development
- Converting Wealth into Lifetime Income (without an Annuity!)