Plan For Your Goals
Helping clients who feel overwhelmed by their retirement planning. I'll help you be in control so you can be excited about your future.
Online appointments are available evenings and weekends, plus your money back if not satisfied. Folks preparing for retirement want to be excited about their future. But it breaks my heart to see so many feeling overwhelmed and unsure whether they'll even be ready. My clients get the financial planning, coaching, and resources they need to help understand their finances like never before. I help t
Have you ever thought that you could predict the best time to make an investment? The best time to sell an investment? If so, here's something to think about!
Believing you can perfectly time the market is a common mistake that can lead to missed opportunities and poor decisions.
Check out this article: https://www.planforyourgoals.com/what-is-marketing-timing-and-does-it-work/
The truth is, even the best investors can't consistently predict market movements.
Are You Letting Fear Control Your Financial Future?
Negative media stories about financial scams and unethical advisors can create a lot of fear and mistrust.
But don't let these stories stop you from planning for your future!
It's important to stay informed and cautious, but also to remember that there are many trustworthy advisors out there who can help you navigate your financial journey.
You Ever Feel Overwhelmed By Your Finances?
Many of my clients face this challenge too. That's why they use the Asset-Map™ Strategic Report.
This tool shows all your financial holdings on one page, helping you see what's still needed, what's out of place, and what's not working for your goals.
With a clear view of your financial condition, you can make better choices with your money.
The Asset-Map™ Strategic Report is included with my Essential Consultation. Click here to find out more and get started:
https://planforyourgoals.link/EssentialConsultation
Just when you think you have everything figured out, life throws you a curveball. These unexpected challenges can turn your world upside down if you’re not prepared.
This video includes a few key actions you can take to improve your financial situation.
If you'd like to find out more about putting a plan in place that helps you to handle the current needs of life while working to achieve your financial goals, send me a direct message and let's schedule a financial consultation.
Estate planning isn’t just for the wealthy—it’s for everyone who wants to ensure their loved ones are taken care of.
Click here to get started on your estate plan with my partners at Trust&Will.
https://planforyourgoals.link/TrustAndWill
31/07/2024
Retirement Goal Setting Is Fundamental to Sound Financial Planning
https://planforyourgoals.link/MasterListOfGoals
This retirement planning checklist is filled with foundational questions designed to broaden your understanding and awareness of potential retirement planning goals to consider, including:
- Retirement and lifestyle goals
- Tax planning & healthcare goals
- Self-development and professional goals
- Estate planning and wealth transfer goals
Click the link below to find out more and get your copy today!
https://planforyourgoals.link/MasterListOfGoals
11/06/2024
Folks getting ready to retire want to be excited about their future.
But it breaks my heart to see so many overwhelmed and unsure whether they're on target. If that sounds like you, you're not alone.
Included with my Essential Consultation is an Asset-Map™ Strategic Report. I believe this tool will let you see and understand your finances like never before.
You can get this report plus up to 2 hours of valuable feedback and advice from me for just $195.
Find out more:
https://planforyourgoals.link/EssentialConsultation
We'll meet on a video call first, then I'll send a tailored follow-up video that you can keep for reference.
Within the first 60 days, if you are not completely satisfied, you get your $195 back.
Use the following link to schedule your consultation. Evening and weekend spots are available:
https://planforyourgoals.link/EssentialConsultation
Please direct message with questions.
11/06/2024
Discover 32 of the most important planning issues to consider for someone about to retire.
https://planforyourgoals.link/retirement-issues
Are you tired of...
- Not knowing how you're going to develop a spending and income plan for after your paychecks stop?
- Being confused about the different strategies for claiming social security benefits and the implications of collecting benefits before the full retirement?
- Feeling overwhelmed by the options for healthcare coverage before Medicare eligibility at age 65?
If so, my free retirement guide "What Issues Should I Consider Before I Retire?" can help you.
Click the link below to find out more and get your copy today!
https://planforyourgoals.link/retirement-issues
03/06/2024
"I don't want to downsize my lifestyle after I retire; I want to live comfortably - maybe even indulge a bit."
"I've worked hard all my life, and I want to enjoy my retirement without counting every penny."
"I hope to maintain or improve my current standard of living when I retire, not take a step back financially."
Does that resonate with you?
Learn how your life savings can provide a predictable and secure retirement income. One that's designed to last and fits your situation and goals.
Get my free retirement planning guide: "Replace Your Paychecks After You Retire: A 4-Step Plan"
https://planforyourgoals.link/paychecks
30/05/2024
Business Made Simple Certified Coach parameters and requirements
https://www.hireacoach.com/David-Roberts
https://businessmadesimple.com/
Business Made Simple Physical Address:
1107 17th Ave S, Nashville, TN 37212
Instructional Hours and Training Quote:
· Online Virtual Training
· April 2024
· 28.5 hours
· $8,999 USD
· Weekly Training Calls (Ongoing)
· 60+ hours/year Included
Dates of Training:
· April 19-26
Total Training List:
Day 1: What to Expect
· Overview of Coach Builder & Business Made Simple (BMS) platforms
· Using BMS Slack workspace
· Review of training resources
· Outline of 90-day post-training plan
· Get to know other BMS Coaches in your onboarding group
· Q&A
Day 2: Practice Building Your Flight Plan
· Deep dive into BMS Framework & Tools
· How to Grow Your Small Business for Coaches
· Leadership – Create a Mission Statement and Guiding Principles
· Marketing – Clarify Your Marketing Message
· Sales – Stop Selling and Invite Customers into a Story
· Q&A
Day 3: Being a Business Made Simple (BMS) Coach
· Products — Optimize Your Product Offering for Revenue & Profit
· Management & Productivity — Streamline Your Systems & Processes with Management & Productivity Made Simple
· Cash Flow — Manage Your Small Business Cash Flow Using 5 Checking Accounts
· How to Be a Great Coach (Coaching 101)
· BMS Curriculum & Content
· BMS Coach Product Offers
· Coaching Practice
· Q&A
Day 4: Hit the Ground Running
· BMS Referral Links
○ My Business Report
○ BMS platform affiliate links
○ Flight School affiliate links
· Hire A Coach Directory Profile
· Outline of Weekly Event Offerings
· Prepare for Onboarding
· Q&A
SmartVestor Disclosure
https://www.ramseysolutions.com/retirement/dave-ramsey-smartvestor
SmartVestor™ is an advertising and referral service for investment professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). When you provide your contact information through the SmartVestor site, Ramsey Solutions will introduce you to up to five (5) investment professionals (“Pros”) that cover your geographic area. Each Pro has entered into an agreement with Ramsey Solutions under which the Pro pays Ramsey Solutions a combination of fees, including a flat monthly membership fee and a flat monthly territory fee to advertise the Pro’s services through SmartVestor and to receive client referrals from interested consumers who are located in the Pro’s geographic area. Each Pro may also, if applicable, pay Ramsey Solutions a one-time training fee.
The fees paid by the Pros to Ramsey Solutions are paid irrespective of whether you become a client of a Pro and are not passed along to you. However, you should understand that all of the Pros that are available through SmartVestor pay Ramsey Solutions fees to participate in the program. Further, the amount of compensation each Pro pays to Ramsey Solutions will vary based on certain factors, including whether the Pros choose to advertise in local or national markets. Ramsey Solutions has a financial incentive to present certain Pros that offer their services on a national basis (“National Pros”) more often than other National Pros that pay lower fees.
It is up to you to interview each Pro and decide whether you want to hire them. If you decide to hire a Pro, you will enter into an agreement directly with that Pro to provide you with investment services. Ramsey Solutions is not affiliated with the Pros and neither Ramsey Solutions nor any of its representatives are authorized to provide investment advice on behalf of a Pro or to act for or bind a Pro. Ramsey Solutions introduces you to Pros that cover your geographic area based on your zip code. Neither Ramsey Solutions nor its affiliates provide investment advice or recommendations as to the selection or retention of any Pro, nor does Ramsey Solutions evaluate whether any particular Pro is appropriate for you based on your investment objectives, financial situation, investment needs or other individual circumstances.
No investment advisory agreement with a Pro will become effective until accepted by that Pro. Ramsey Solutions does not warrant any services of any SmartVestor Pro and makes no claim or promise of any result or success by retaining a Pro. Your use of SmartVestor, including the decision to retain the services of a Pro, is at your sole discretion and risk. Any services rendered by a Pro are solely that of the Pro. The contact links provided connect to third-party websites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites. Each Pro has signed a Code of Conduct under which they have agreed to certain general investment principles, such as eliminating debt and investing for the longer-term, and, if applicable, have completed Ramsey Pro Training. However, Ramsey Solutions does not monitor or control the investment services the Pros provide.
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