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How to Think Rich: Monthly Use the First of the

3 Vital A's:  Assessment

                                                                                                                    

If you want to develop the habit to think rich, then use this software.

Whether you're saving more or reducing your debt, watch your wealth rise each month as your build for a brighter future.

         Watch Introduction

 

  Click here to view a sample plan.     

 

You see the bottom line action you need to take on page 3; here's another example:

 

Retirement Capital Illustration Results:


It appears you may run out of money before the last life expectancy of age 90. The range of possible options you
might consider to improve your situation include the following:


Increase the rate of return on your investments.
Increase your annual savings by $9,500/year ($792 month).
Reduce your retirement spending needs by $4,700 to $40,540/year ($3,379/month).
Defer your retirement by about 2 years.
Combine any of the above and lower the requirements for each.


Financial Plan John & Jane

 

New Debt Freedom report included shows you how to:

 

 Accelerate your debt reduction

 

        Develop a written plan to follow for debt reduction

        Save money on interest payments

        Shorten you payment schedule

Accumulate more wealth

        Enhance your lifestyle with increased cash flow

        Invest more money for future needs, eg retirement

Educate yourself

         Understand when it makes sense to borrow

Partial sample:

 

 

 

 

 

Here is a summary of the benefits for you:

 

  • Gain a whole new perspective: Clear, concise reports in minutes including your net worth statement
  • Convenience: Develop from your home
  • Gain hands-on experience:Instructive how-to manual 
  • Open the way to possibilities
  • Quickly move ahead: Intuitive navigation
  • Propel your success with atomatic shortage solutions
  • Build your confidence as you demonstrate your progress

                                                         

Once you enter your data through our secure, online password-protected protal with our software provider, you'll be able to:

 

  • 1.  Project and show income and expenses, now and through retirement
  • 2.  Estimate and calculate savings and investments
  • 3.  Estimate Social Security and pension benefits
  • 4.  Project inflation-adjusted needs during retirement
  • 5.  Calculate savings levels that will meet education expenses
  • 6.  Show your bottom-line insurance needs

Use an unlimited number of times to update your plan, with automatic updates to the planning software included!

These professional reports include informative text, detailed numbers, and instructive colorful graphs. 

You can navigate, enter your data using my accompanying manual, and update your plan in minutes, all in the convenience and comfort of your own home.

Once you enter the data, just press a button and you'll have a secure downloadable pdf document of your plan.

The accompanying manual with step-by-step instructions includes valuable insights from my years of experience, so you can avoid common mistakes and assumptions that you may have been using on your own.

Discover:

The 5 critical issues in your assumptions

Your 4 major risks

Special resources I've found as a planning professional, that I'm now sharing with you.

Use this package when you need sound financial guidance but you're not ready to sit down and pay the one-on-one fees for a professional planner.

Warning:  Do NOT buy any planning software unless it meets the following 4 criteria

 

There is a lot of confusion surrounding our field.  I'm giving you 4 criteria or elements you absolutely, positively must have in any solution you obtain:

  • You must clearly understand the assumptions used, and their impact on your plan.
  • You must be able to see automatic shortage solutions.
  • You must be able to enter detailed expenses that you can change as needed.
  • You should have the risks in retirement clearly spelled out.

 

About the Author, Alice Howe CFP®

 

Reason One:  I've worked with this professional software for several years; it's one that planners across the country have worked with for over two decades.  Now I can pull back the curtain and make this same cutting-edge planning tool available to you.

Reason Two:  I've enjoyed working with cost-conscious people like you since the late 80's.

Reason Three:  I've invested thousands of dollars and over 20 years to earn and maintain my CERTIFIED FINANCIAL PLANNER ™ professional designation.

To meet with me in person and walk through your planning scenarios and information, you would pay AT LEAST $500.00. 

That's because you're learning from my years of experience and expertise.  So how can I make this offer?  I'm simply passing the time commitment on to you and leveraging my professional expertise with hundreds through the internet.

In summary, here's what you get:

  • You get the 28-page manual that walks you through the process step by step, plus professional insights into the issues you face that you probably don't even know exist--you don't know what you don't know.
  • An automatic monthly subscription to our software through our Academy. You can notify us to cancel at any time.

($100 Value)

 

To your $uccess,                               

 

Alice Howe, CFP®

 

Join our Academy and start thinking rich today.