Are You On Track Financially
to Enjoy a Rich and Fulfilling Future?
Know For Certain with Your Own
Wealth Health Plan Map
Directions to that Great Place in Life You Want to Be
(and the first step of any real financial plan)
The Wealth Health Plan Map Is
a Full Review of Your Financial Well Being
and Your Current Financial Plan
(whether that plan formally exists or you’re operating on the fly).
You’ll Know
Where You Are
Where You Want to Be ... and ...
How to Get from Here to There
(It’s kind of like a GPS for your money!)
Just $97
Limited time … normally $197
Are You On Track?
Many Americans aren’t sure and the statistics suggest that most are not on a sustainable path.
%
Americans Who Feel They're On Track Financially
%
Retirees Who Have Less Than $25,000 in Total Savings
Number of Years Money Lasts in Retirement (on average)
Non-clients in pre-retirement initial analysis.
The Wealth Health Plan Map is the simple, low-cost way to make sure you’re not part of these sad statistics.
What Your Wealth Health Plan Map
Gives You
Full Review
We’ll do a complete review of your personal finances … so you can relax, knowing that you’re not missing anything important.
Direction
You’ll be clear about Where You’re Headed (your financial future) and how you can make it the best it can possibly be.
Perspective
Your life is a lot more than just numbers and graphs. My expertise is helping you bring your goals and dreams to life.
Work with a Wealth Coach and CERTIFIED FINANCIAL PLANNER™ professional (who puts your best interests above everything else) to
See what’s possible …
Know the best route to make your dreams come true …
but also be aware of potential problems along the way.
– All in a one time planning session that takes less than an hour of your time.
Just $97
Limited time … normally $197
will let you sleep at night, knowing (not just hoping) that you’re On Track, financially.
Greater confidence leads to better Daily Decisions …
… which naturally generate better results …
and a Better Quality of Life
… both now and in your future!
Just $97
Limited time … normally $197
