Over 90% of my members experience at least $3k of financial benefit within the first year.
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Here's what to expect
Two-Hour Kickoff SessionSet up your financial profile in a guided 2-hour class
Drill into your expenses and goals
One on One Meeting with Stephen
Identify any financial inefficiencies and create an action plan
Financial Planning Software
Aggregate your entire financial picture in one spot
TSP Planning Monthly TSP Reports
Get your TSP on track and monitored on a monthly basis
Deepen your education on all the important financial planning topics
This is a very serious service which usually translates into thousands of dollars of financial benefits every year, year after year, compounding.
Chuck M. was given 2 immediate action steps that translated into at least $25k a year portfolio growth, year after year for the rest of his life.
Sina Y. was given 3 immediate action steps that translate into a $350k increase in portfolio value by the time she retires (she’s expecting to retire in 10 years).
Anil K. was given 1 immediate action step with his rental property that saved him $8k on closing costs and spared him $8k each year in property expenses.
Nancy G. received 1 action step that saved her $3k a year on her insurances. $3k savings per year over a life expectancy of 30 years = $90k
Michael U. was given 1 immediate action step that translated into $3k of additional monthly Social Security benefits over a 5 year period. That’s $36k a year x 5 years = $180k!
Judy E. was given 5 immediate action steps that translated into $10k of savings over a two year period of time.