Most financial planning companies look for clients who fit the traditional investor life cycle: growth, stability, and distribution. Growth is the period clients invest aggressively for retirement. Stability is the time they move toward more conservative investments because they are closer to retirement. Distribution is when they finally retire, and their investments become the source of their income.

But due to rising education costs and other factors, millions are entering the workforce with hundreds of thousands of dollars of debt. Others have zero debt but are still living from paycheck to paycheck. Both of these groups have one thing in common: They have no idea how to create a budget and stick to it.

For both groups, the traditional investor life cycle simply doesn’t fit. Today, advisors must lay a foundation of debt elimination and cash flow planning (budgeting) before clients are ready to invest. As a blogger recently observed, the financial planning industry has overlooked a critical stage in the investor cycle: recovery. We’ve put together a package that addresses this need in our industry.

%

Fact Finding and Goal Setting

%

Analyze

%

Create Budget

%

Review

Choose the plan that’s right for you.

Crash Course

Complimetary
$0
  • Fact Finder
  • Goals Assessment
  • Overview of Program
  • Budgeting and Debt Elimination Tips
  • Risk Analysis
  • Coaching
  • Private Meetings
  • Cash Flow Analysis
  • Support Between Meetings
Schedule a Meeting

One Year

Best Value
$500
  • Fact Finder
  • Goals Assessment
  • Overview of Program
  • Budgeting and Debt Elimination Tips
  • Risk Analysis
  • Twelve Months of Coaching
  • Six Private Meetings
  • Cash Flow Analysis
  • Support Between Meetings
Schedule a Meeting