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Develop your personal $uccess Blueprint with Debt Freedom Plan to save you hundreds to thousands of dollars...

                                                                                                                  

Start here to see the big picture of your finances & your future, especially for your retirement.

Whether you're saving more or reducing your debt, discover opportunities and   watch your future brighten.

         Watch Introduction

 

  View a sample $uccess Blueprint.     

 

See the bottom line action you need to take on page 3 in the sample Blueprint above; here's the 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 $9500/year ($792/mo)
  • Reduce your retirement spending by $4700/yr. ($3379/mo)
  • Defer your retirement by about 2 years.
  • Combine any of the above and lower the requirements for each."


 

Debt Freedom Plan (see p. 16 in sample report above) also included, shows you how to:

 

1. Reduce your debt faster with the SAME monthly payment

  •   Develop a written plan to follow for debt reduction
  •   Save money on interest payments (in this common example, OVER $2,000)
  •   Shorten your payment schedule (in this example, shorten the payments by over 5 years, freeing up $1030/month @ 5 years = ~ $60,000)

2.  Discover potentially thousands of dollars for your future

  •   Enhance your lifestyle with increased cash flow
  •   Invest more money for future needs, eg retirement (in this example, that's potentially ~$60,000 IF you're disciplined)

3. Educate yourself to avoid future mistakes

  •   Understand when it makes sense to borrow

 

Here is a summary of the benefits for you:

 

  • Save tons of time you DON'T have to spend entering information line by line; you only need to doublecheck the information that's automatically entered for you once we receive your Secure Online Planning Survey
  • Gain hands-on experience: Learn how to read your report and update your information with our how-to manual, plus weekly live Q & A teleclasses  
  • Brighten your future as you act, with automatic solutions
  • Build your confidence as you see your progress

                                                         

Once you complete your Secure Online Planning Survey & send the data through our password-protected portal, you'll receive your report and be able to:

 

  •  Watch your debt go down and your cash flow rise
  •  Project & show income & expenses, now & into retirement
  •   Estimate and calculate savings and investments
  •   Estimate Social Security and pension benefits
  •   Project inflation-adjusted needs during retirement
  •   Calculate savings levels that meet education goals
  •   Show your bottom-line insurance needs

Use an unlimited number of times to update your Blueprint, including automatic updates to the software.

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 information in minutes, all in the convenience and comfort of your own home.  Use our online and live support as well.

Once you enter the data, just press a button and you'll receive a secure downloadable pdf document.

  • The accompanying manual with step-by-step instructions includes valuable insights from my years of experience, so you can avoid common mistakes and inaccurate assumptions.

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 $uccess Blueprint when you need a sound financial picture but you're not ready to sit down and pay the one-on-one fees for a professional planner.

Warning:  Do NOT buy any financial 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 future.
  • 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®:

 

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.

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

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

In summary, here's what you get:

  • The 28-page e-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.
  • The monthly subscription to our software through our Academy with our online support to answer your questions.
  •  Monthly Q & A Teleclass

We look forward to seeing you soon!

To your $uccess,                               

 

Alice Howe, CFP®

 

Join our Academy today.

 

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