Retirement Readiness
Self-Assessment Workshop


Before we get our workshop started today, your experience will be enhanced if you can do one of two things… either download and print the short workbook we prepared for you, or grab a few pieces of paper and something to write with..

Click to Download Workbook

For those who complete the retirement readiness workshop and want to take action now to "jump the line" and work on their plan, security, and growth with their finances... we’re offering a quick 15 minute Blueprinting Call. Click the green button below to schedule your call. There’s a quick form to see if it makes sense for us to talk because again we can’t help everyone, then after that form you will be able to book in a time to chat.

Here’s what we’ll cover in our call together... We’ll look at your savings, your goals, and when you want to achieve them by. And we’ll see what’s possible for you in terms of your plan, security, and growth. We’ll look at your current situation, how much you’re saving, and how much you want to spend... find out what’s working and what’s not. We’ll identify the #1 thing that’s holding you back from achieving confidence, freedom, and wealth with your finances. You’ll leave the call feeling clear, confident, and excited about taking your finances to the next level.

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