Make an honest and thorough assessment of your entire financial life including spending habits, debt and goals

Determine your life's goals and what you will need financially to achieve them

Create a step by step plan with check points to implement your plan, change your habits, and realize financial health over the long term

What's included:

Three meetings with your financial coach;
Mailings, faxes, shipping, telephone calls, etc. with you and/or your advisors;
Complete review of all your insurance policies;
Analysis of your current investments;
Assessment of your risk tolerance;
Review of wills and trust documents;
Review of tax returns;
Estate tax calculations;
Education, survivor and financial independence calculations;
Review of credit reports;
Your personal WealthCreator Program binder