Financial wellness, put simply, is the ability to have a healthy financial life. It means your debts are payable and you have ample emergency, college and retirement funds. You’re well prepared to handle any financial crisis.
The bottom line is that financial wellness is about feeling good about your financial health now and in the future.
If your employer offers a wellness program, embrace it. It’s one of the best fringe benefits to come along in a generation. Don’t have one? Ask your employer to start one.
Otherwise, you can access these benefits individually through our individual memberships.
FINANCIAL EDUCATION & RESOURCES MOBILE APP
This complimentary tool makes planning for your retirement and estate as easy as pushing a button on your phone. All these tools at your fingertips...
> On-demand Advisors
> Retirement Calculators
> On-Demand Webinars
> Educational Videos
> Latest News
BEST SELLING BOOKS & DOCUMENTARIES
Get access to best selling books and videos about financial wellness and independence to enhance your family legacy.
> How to pay down debt
> Reduce Income Taxes
> Guaranteed Income
> Financial Independence
> Planning Your Legacy
PERSONAL FINANCIAL MANAGEMENT MOBILE APP
We bring together all of your accounts, bills and more,
so you can conveniently manage your finances from
one dashboard.
> Account Balances
> Budgets & Planning
> Credit Score
> Net Worth
> Cash Flow Reports
FINANCIAL INDEPENDENCE ADVISORY FACEBOOK GROUP
The Financial Independence Advisory Facebook group is a place to learn and share knowledge of how to create financial independence.
> Budget & Panning
> Debt Prioritization
> Reducing Income Taxes
> Guaranteed Income Planning
> Legacy Planning
Step 1 - Discovery Call
The first step in the process is to asses where you are at in the financial wellness, retirement savings and estate planning process. It begins with a short phone call to asses your values, goals and objectives.
Next, we will collect the necessary data to create a "Financial Independence Report" that can be used as your roadmap to maximize your financial wellness and ensure the legacy you wish to leave to your spouse, family and/or charities.
Step 2 - Review the Report
This comprehensive report will include...
- DEBT PRIORITIZATION
- INVESTMENT OPTIMIZATION
- INCOME TAX MINIMIZER
- LEGACY PLAN MAXIMIZER
These reports will show you strategies that will protect your assets, your health care and the legacy you want for your spouse and/or children.
Step 3 - Choose What to Learn
At the end of your initial review of the "Financial Independence Report", you will get an opportunity to decide which financial resource and/or strategy you would like to learn more about.
You may want to learn more about reducing debt, saving more, protecting your savings, reducing long-term tax liability, optimizing social security, creating a long term care plan or creating an estate plan, you will get to choose.
Your Financial Independence Program includes one 30-minute learning session per month in addition to all the other self service resources that are included with your membership.