The Financial Success Blueprint™

Finally…the “independent” objective financial review to make sure you’re on the right track to retire when you want.

Get past the missteps and confusing advice that takes most people down before they even get started. A simple process is all you need to help you get on the right path toward a successful retirement.

Even if you don’t understand your investments. Even if you’ve had one of those “free consultations” from another advisor (that left you even more confused). Even if you’ve been burned before by another advisor who didn’t have your best interests in mind.


Maybe you’re like one of the many people who have questions like:

  • When do I know that I have enough saved to retire comfortably?
  • I’d love to retire and travel with my spouse, but how do I know if my investments will hold up?
  • I have investments scattered everywhere — how do I know that they are all working for me?

If so, consider my Financial Success Blueprint.

The Financial Success Blueprint™ is my proven, systematic roadmap to help you come up with a retirement plan strategy you KNOW will work — because you’ll have gotten your true look at your financial situation. No more guessing.

What You’ll Get:

A specific strategy for retiring when you want and how you want — even if you don’t think it’s possible.

The special technique I use to help clients visualize what their ideal retirement actually looks like.

An easy way to organize all of your investments into a logical framework so you can really see what’s going on.

The 15-minutes “Happily Ever After” Test to instantly see when the right time to walk away from your job is.

The 3 key areas that need to be approached before you approach retirement planning.

How to be 99% confident that your retirement plan is on track, and when you know it’s the right time to actually retire.

Our top 5 strategies for maximizing your retirement income — to put more money in your pocket when you need it most.

The BEST way that our clients approach retirement, which further solidifies their success.

The Financial Success Blueprint™ Process

  • 1

    The Discovery Call ($225 Value)
    This is where we learn more about your situation and your financial goals. We’ll take a close look at your current strengths, opportunities, and challenges in helping you reach those goals.

  • 2

    The Recognition Factor ($100 Value)

    We’ll deliver your goals in a format that helps you better understand where you’re currently at. You’ll be able to identify what you have working in your favor, and where we need to focus our efforts.

  • 3

    The Simplified Data Solution ($250 Value)

    By using Blueleaf as our integration partner, you’ll be able to access all of your accounts in one central location. We’ll also be able to sync with Instream Wealth Solutions, so you can monitor your investments to ensure they are truly working towards your future goals.

  • 4

    The Clarity Road Map ($500 Value)

    This is where we deliver the results of your comprehensive financial plan. We’ll help you identify any tweaks in your portfolio that need to be made today to have a positive impact on your portfolio down the road.

  • 5

    After Action Review ($150 Value)

    Two to four weeks after we deliver the plan, we schedule a follow-up meeting to see what questions you have on the plan, and if you need any further assistance implementing our recommendations.

That’s a total of 5 Steps of Our Process valued at $1,255, but when you sign up today, it’s yours for…

One Payment of $600

Interested? Schedule a 20-minute chat to see if our process is right for you.