Discover More About My Refreshing Resources
Included in my 7 Steps to Your Lasting Wealth System:
I conversationally walk you through the Seven Steps in Your Lasting Wealth Ebook with my experienced, expert eye. Discover behind-the-curtain insights and money-saving tips and resources.
How-To Videos: Join me as I coach you visually through the activities for each step, so you can see what actions to take. I know the financial world can be confusing, so I’m making this as simple and easy as possible! Each video lasts 30-40 minutes, and you can watch to suit your busy schedule.
Your Lasting Wealth Playbook is filled with exclusive templates and action sheets that you receive in sections with each Step. Start feeling good immediately by taking small steps to build your wealth and reach your goals and dreams, at your convenience.
Have more fun with my system as you measure your progress to gain higher ground with my exclusive Your Lasting Wealth Scorecard.
Your Lasting Wealth Gameplan Report and Manual to conveniently discover if you’re on track for your major life goals of retirement and college planning. Simply complete the secure, encrypted online questionnaire and discover straight answers and easy-to-understand visuals. No time-consuming boxes to fill in for every area. And I’m available to answer your general questions through the monthly Gameplan group coaching phone calls.
Two monthly group coaching calls– one for general group coaching, and one for your personalized Gameplan. Join in, send questions or comments in advance, or listen later at your convenience. You’re not alone!
Your Graduation Gifts
For all levels:
Your Lasting Wealth Binder. Keep your print-outs in one easy location with this pocketed binder and tabs for each step.
For the Deluxe and Premier Levels:
The Homefile Organizer Kit.
The Kit includes:
~22 File Divider Cards to help you file quickly. Each category has clear guidelines on what to save, how long to keep it, and when you no longer need it.
~ Fantastic Quick-Find Index lets you file away or find any of 200 different kinds of paperwork in seconds. That’s instant access!
~The 48 page Handbook is packed with easy to follow instructions on setting up your files, saving time on tax preparation, tips on wills and safe deposit boxes… 20 custom forms are included in the Handbook for gathering into one place all that loose information that floats around your life… PIN numbers, account numbers, phone numbers to call if you lose your wallet and more…
Get those piles of papers off your desk today with this filing system. The work has been done for you. Breathe a sigh of relief as you easily store documents– my clients loved this!
What happens when I sign up?
You immediately receive a welcome email from me with:
1) Your first How-to video for Step One, including my introductory overview, PLUS
2) Your Lasting Wealth Playbook section for Step One with templates & exercises AND Action Steps worksheet tailored for this step to track & enjoy your progress, PLUS
3) The first month’s step for your personalized Gameplan for retirement & college planning
4) Monthly group coaching call schedule for your calendar, where I’ll be available to answer your general questions and keep you on a roll!
PLUS: You then receive weekly reminder emails from me to keep you on course to complete the step for that month, coordinating the Playbook with Ebook information.
* Remember, you can cancel any time, and at the end of the six months, you receive Your Lasting Wealth binder and Homefile Organizer Kit~
