Now is the time to create your life-changing financial plan
An expert-guided plan created step-by-step with a Financial Advisor through group coaching.
Over the course of 7-weeks, I will walk you through the steps to create a financial plan.
Every week, I’ll provide you the tools you need to create a plan and show you how to create it. You will walk away with a workable plan that you’ll actually use.
Includes Cohort + 1-on-1 Follow-up
($447/mth for 2 months
(Most flexible) Cohort only
Week 1: What's your TScore & your goals?
Your TScore, provides insight into where you are today, it's your Total Score. It serves as a guide and we use it to determine the areas we need to work on the most. How do we create realistic, reachable goals based on the current environment?
WEEK 1 TAKEAWAY: CLEAR GOALS & YOUR TSCORE
Week 2: Where Are We?
In Week 2, we'll review the qualitative such as values, expectations and attitudes as well as the quantitative, such as your current income, age, current assets and liabilities and to use the information. Intro to the F.A.I.L.Proof method of creating your financial plan and all the areas that we need to work on.
WEEK 2 TAKEAWAY: CURRENT FINANCIAL STATUS REPORT
Week 3: The Financial
All the key financial areas we need to work on. What's coming and going out? What's your net worth? How do we manage credit and pay off your debt? How to determine the exact amount we need to save for retirement and filling in gaps when necessary?
WEEK 3 TAKEAWAY: CASH FLOW STATEMENT; NET WORTH STATEMENT; DEBT & CREDIT MANAGEMENT PLAN & RETIREMENT PLAN
Week 4: The Accounting
Do you really understand taxes? How do you determine your tax liability? What's the connection between tax planning and retirement planning? What's a taxable vs. tax-free planning? How do you minimize taxes? We're cover this in Week 4.
WEEK 4 TAKEAWAY: YOUR TAX PLAN & STRATEGY
Week 5: The Insurance
The 5-Is and what you need to know about each type of insurance planning.
How much insurance do you need? Do you have enough? Do I really need disability insurance? All of these questions are answered in week 5.
WEEK 5 TAKEAWAY: AN INSURANCE PLAN
Week 6: The Legal
Creating a liveable estate plan and estate planning based on marital status. Do you need a will? How to quickly create the legal documents you need?Do you need an attorney? We'll work on getting you squared away.
WEEK 6 TAKEAWAY: YOUR ESTATE PLAN
Week 7: Putting it all together
How do we put it all together without feeling overwhelmed? How will we continue to implement your plan as your life changes? How to make changes for major life events? How often should we update the plan?
WEEK 7 TAKEAWAY: YOUR F.A.I.L.Proof Action Plan
Includes Cohort + 1-on-1 Follow Up
(Most flexible)Cohort only
