Lifestyle Planning

If you aim at nothing, you will hit it. Planning and enjoying a successful retirement starts with knowing what a successful retirement looks like to you. What do you have planned for your retirement? Is it aligned with your core values and what living a good life means to you?

We lead you and your spouse / loved one through assessments in eight areas to reflect and design your successful retirement years.

This step helps you develop your purposes for your hard-earned years of savings.

How much is enough?

One of the questions we often hear from course attendees is, “How much money do
I need to retire?” During this course, your instructor will walk you through calculating this figure. Knowing this will help you determine where you stand today, what you need to retire successfully, and what steps to take now to reach your retirement goal.

Tax Mitigation

While taxes are unavoidable, many opportunities for reducing your tax burden are missed or discovered after it’s too late to exploit them.

Wealth Accumulation – Strategies, Tools, and Obstacles

Accumulating wealth is so much more than just having a pile of money. Wealth accumulation is a long-term disciplined practice that allows you to achieve some of your most meaningful goals in life. With limitless vehicle and investment options, savvy planning is required.

Money and the Family

It’s said that money can’t buy happiness, but it can buy freedom, security, and safety for you and your loved ones. Money and finances are intertwined with our family relationships. This section covers a breadth of topics, from raising financially responsible children to estate planning.

Asset Protection

As you work to grow your assets, protecting them from being unjustly taken or catastrophic loss is a worthy concern. With increasing longevity and our litigious society, planning
for these risks is no longer optional but a requirement.

Pulling It All Together

• Research on the top five concerns of the affluent and how to take care of these issues
• Review of case studies throughout the course to inventory top opportunities specific to you
• Set intentions, assess, develop plan, execute, review
• Checklist of top "quick wins" from each section to put into action immediately