LIFE INSURANCE ANALYSIS
This Blueprint is packed full of value from front to back!
Most people don't fully understand what the real purpose of life insurance is and just HOW IMPORTANT it is.
You're wrong if you think life insurance is just a money grab. This Blueprint gives you a real quote and a real-life example of how your income protection can take care of your loved ones if the unexpected happens to you.
If you want to learn how to protect your income and provide financial independence for the ones you love, click here:
FINANCIAL NEEDS ANALYSIS
Allow me to ask you a question,
Do you have any idea how much it ACTUALLY takes for you to live the life you want without ever having to go back to work again?
If you're like most people the answer to that question is probably no.
The number we're talking about is called the Financial Independence Number (FIN) and this number = financial freedom.
If you want to know your FIN for FREE you have two options:
Start your journey and I can do it for you.
On the homepage under Resources click on the FIN calculator to calculate yourself.
BUDGETING AND MONEY MANAGEMENT
Arguably the biggest thing holding people back from reaching their financial goals is not knowing where their money went. People get paid, spend money, and hope to have some left over.
John Maxwell says: "A budget is telling your money where to go instead of wondering where it went."
That's where I come in. I will help you put together a budget so that we can properly track what comes in and what goes out. Not only that, we'll discuss some of the mental hurdles that hold you back from winning with money.
GET OUT OF DEBT
Do you want to get out of debt? This is the way to do it!
This debt payoff plan will help you get out of debt years faster while avoiding thousands in interest payments.
It'll tell you how the BEST way to pay down your debt based on the interest rate, minimum payment, total balance, and payment date.
All you need is a list of your debts. That's it.
Forget the guessing game. Let technology work for you!
FINANCIAL PLANNING
This is for you if you're SERIOUS about reaching your financial goals.
This is an all-access, full blow plan that includes all of the financial strategies we offer:
Income Protection
Investment Planning
Debt Resolution
Financial Coaching
and More!
This 4 step process is all you need to create an effective financial plan to get you to financial freedom.
Discovery
I want to get to know you. You'll tell me your goals and what's important to you, and we'll see if we're a good fit.
Design
Deploy
Due Dilligence
We'll discuss your current situation and the options available to get you closer to your dream life.
Time to set the plan in motion. You're the boss so we'll do as much or as little as you desire.
After a little while we need to determine if things are still on track. If so, great! If not, we'll evaluate alternatives.