An Introductory Financial Freedom Opportunity Just for You

• Do you want to retire or retire early?
• Are you retired but want a financially healthier retirement?
• Are you concerned a financial catastrophe can strike? (No matter how well off you are).
• Do you want to pay off debt or be debt-free?
• Are you comfortable but know you could do better?
• Do you want a plan for your financial future, learn strategies to improve your finances?

We are excited to announce the launch of a group financial program that can make a difference for you in finances, investing, and taxes.  The purpose of this program is to help people work toward the universal goal of financial freedom as defined by our Financial Freedom Formula of FF=PI⁺>LE. Financial Freedom is when your passive income plus some exceeds Living Expenses.  Through our FIT Program (Finances-Investing-Taxes) we help you be, improve, or stay financially fit.

In this one-year program, we start new members off with a FIT Jumpstart that meets 2 times per week for 4 weeks, here is where you will assess your situation, set goals, and get the foundational strategies and understanding for achieving and maintaining financial freedom.

Then there are 2 meetings a month or more for the remainder of the year. 

What will it cover:

• Passive/less active income strategies
• Retirement planning
• Social Security planning
• Investing approaches
• Income investing
• Tax strategies
• Ownership and trust strategies
• … and more

Benefit:

Our goal is to help you be financially healthy and be on a plan to have your passive income exceed expenses.

• Establish a plan – stick to the plan.  We help you stay on track.  I believe one of the reasons people struggle with finances even when they know what they’re doing is they get off track.
• Strategies for growing your passive income.
• Tax strategies for growing your passive income and lowering your expenses.
• A community of people working toward a similar goal.
• Be able to join future FIT Jumpstart cohorts at no extra cost.

Any other special benefits?  Special B1 member discounts toward special events, retreats or small group programs within FIT.

Get in early, join B1 to be first. Since this is new, you’re able to get one-time only special introductory pricing and being part of the core that starts this program that we hope will benefit people for years to come.  Which also means of course that we want this program to be so good, you will be excited to renew next year.

Session times will be announced in a timely manner. All Zoom sessions are recorded and available for later viewing.

We want to reward our long-time clients with a special offer:  We are waiving the one-time fee for the jumpstart of $199.  We are giving you a $500 discount off our expected regular price of $1,475.  Which means the…

Special Introductory Launch Price:  $975 for one year (if paid in one payment).