Do you have a long-term plan that takes you from today until God brings you home? It may sound morbid to think this way, but you need to think about the future. There may come a day when you can no longer work, either from gaining too much wisdom, or becoming disabled, having an illness, etc. Our "system" is not set up to adequately support people who do not produce. So you need to prepare for the future, which includes planning for retirement, and preparing for unforeseen circumstances.

As your financial coach, I can help you develop a long-term plan, tailored to your financial situation, that allows you to prepare for the future! These include planning the right levels of contributions into long-term retirement savings, getting the right kinds of insurance to be prepared for the unexpected, and planning your estate.

HOW DOES IT WORK?

It's simple. When you're ready to develop a long-term financial plan, schedule a financial coaching session. I will have you fill out a Financial Snapshot, which is an online form that gives me the 30,000 foot view of your situation. We will schedule a one-hour session where we will talk about your finances, dreams, goals, and challenges. By the end of the session, I will give you a clear, doable plan with specific action steps for you and your family. If you choose multiple sessions or want to return for a follow-up session, we can review your situation and help you with new or challenging obstacles.

I recommend new clients to meet every 3-6 months for a year or two, then once a year as a financial checkup.

BUT DOES IT WORK?

There are no​ get-rich-quick schemes that actually work. This method is a proven, time-tested way to prepare for the future and build wealth through hard work and dedication. But I give you the tools that you need to organize your finances, and a roadmap that provides the direction to prepare a long-term financial plan.

NEXT STEPS

Don't delay preparing for your financial future! When you're ready to take the next step, follow these instructions to schedule your first financial coaching session:

  • Choose which coaching plan is right for you. A single Financial Coaching Session costs $150, but if you sign up for three sessions today, it will cost only $300, which represents a $150 savings

  • Pay the fees to schedule your Financial Coaching Session

  • Fill out the Financial Snapshot at least 24 hours before the Financial Coaching Session

  • Prepare yourselves to live in financial freedom!​

Thank you!

FROM WANDERING TO LONG-TERM PLAN