What Does Your Spending Say About You? Take The Quiz
Do You Need A Lifestyle Review? Take The Quiz
Do you have a hard time sticking to a budget or achieving your financial goals?
Do you dislike keeping track of every penny you spend?
Are you living paycheck-to-paycheck with very little or no room to breathe?
Have you tried to apply the principles of a Dave Ramsey, Suze Orman or other personal finance book(s) / program and been unsuccessful so far?
Are you paying all or most of your bills?
Do you have multiple financial goals that you’re struggling to accomplish?
Can you commit at least two hours to complete the program?
On a scale of 1-10 how would you rate your desire to make changes in your financial life?
1=Not motivated but know I need to change 10=Will do whatever it takes
1 2 3 4 5 6 7 8 9 10
If you answered “YES” to at least five questions and rated your desire to make financial changes a “7″ or higher, than please contact us about getting started on your lifestyle review and start achieving the financial life that you deserve.
New York Contact
Craig Forman, CFP®
Well-Being Financial, LLC
585-241-5900
craig@well-beingfinancial (dot) com
Securities and advisory services offered through Waterstone Financial Group, Member FINRA/SIPC. Well-Being Financial, LLC and Waterstone Financial Group are independently owned and operated.
National & Advisor Contact for myFinancial Reflection & Dancing Frog Software
Robert Laura
248.890.0834
rsl@dancingfrogsoftware (dot) com
NAKED RETIREMENT
Naked Retirement strips down the old traditional models of retirement planning and replaces the it with a more creative and intuitive one that helps people take control of their retirement planning, saving, and investing.
The book details the evolution of retirement and uses it to help baby boomers and retirees understand why they are behind in saving and what they can do about it.
"Retirement planning can no longer be one-dimensional, focused exclusively on merely providing information such as how pensions or a 401(k)’s work. It needs to extend beyond financial planning to include aspects of health and social issues that will impact future retirees," according to author, Robert Laura.
Billed as the ultimate defense against the scary, anxious, and stressful feelings people get on their first day of retirement when they have only a financial plan full of numbers and charts to guide them, Laura simplifies the mental and emotional aspects of retirement planning with thought-provoking questions about your definition and approach to retirement as well as important retirement conversations that foster strong relationships in retirement.
The book culminates into a one-page Naked Retirement plan that will help people as well as planners successfully estimate retirement preparedness and future success.
Book is available at NakedRetirement.com and is emailed in pdf format directly to participants.