FREE
Virtual Financial Assessment
Our 18-point assessment will put you years ahead by helping you to know the exact next step you should take with your money
You will receive a personalized
18-point assessment with customized data percentages
covering everything from income & cash flow to retirement & estate planning (including Wills & Trusts) so that you know the exact next step you can take to accelerate your assets and double your future income with less risk!
What will we review, exactly?
We start by looking at four areas that must be understood to make a change...
Asset Alignment
We evaluate how well your assets work together. You'll gain insights into whether your financial resources are optimally aligned or if adjustments are needed to accelerate growth and decrease risk.
Readiness for Change
Assess your potential eligibility by evaluating three critical factors: your financial confidence, readiness for change, and overall health. Provide insight into what financial products & strategies you might qualify for.
Identifying Gaps
How well does your financial setup support growth and protection? We will examine asset coordination, income diversification, cash flow stability, and safeguards to identify any gaps that could impact your financial resilience and success.
Financial Preparedness
Examine your confidence in financial decision-making, the availability of your time to navigate financial strategies, the strength of your network, and the status of your estate planning. How prepared are you to take advantage of changes coming in the future?
Here is the reality
90%
of Americans who retired for the first time in 2023 had less than one million dollars saved
99%
of term insurance policies are canceled or expire with no payout
95%
of savers are currently structured to have decreasing income and don't even know it
How will you keep from becoming a statistic?
After you complete your 18-point action plan, you will be in a better place to know exactly what your next move should be to accelerate your financial life.
Here's what's included with your assessment
Asset Alignment
- Gain insight into how well your assets are coordinated to create the outcomes you want in the future.
- Understand the level of accuracy you have about those future outcomes.
- Assess financial combinations to determine your options.
Understanding how assets align to work together will open up a whole new way of thinking about your options in the future. You walk away with a level of confidence knowing that your financial future is not left up to chance and the whims of the market.
Learn aboutĀ "stacking" assets to create acceleration today!
Readiness for Change
- Understand your current financial trajectory.
- Determine your level of open-mindedness to solutions that improve upon that trajectory.
- Baseline qualification for new financial products.
Making big improvements often requires a big change in mindset. Determine your willingness to look at solutions that work alongside your existing financials to help them work even better with less risk.
Check your readiness to accelerate with less risk now!
Identify Gaps
- See what has the highest likelihood of holding you back.
- Understand your cash flow.
- Find out if your lifestyle can be maintained at the same rate for the long haul.
How can you have the financial confidence we're all looking for if you don't know what the pitfalls look like? 95% of the people we talk to do not have the structure to support an increasing income throughout their lives - and they have no idea.
Get super-clear on the gaps in your financial life so you never have to worry again!
Financial Preparedness
- How well will your plan continue if you no longer can?
- Evaluate the current positioning of your Will & Trust.
- Determine requirements for Financial & Medical powers of attorney.
Let's identify your capabilities and the capabilities of those around you to ensure your plan continues - even if you don't.
See the resilience of your current plan and learn how to make it bulletproof!