Would you like a system that will help you stay on top of your
financial tasks and save you money?
Would you be willing to spend just a couple of hours each month so financial tasks are off your list and your mind?
Would you like a step by step guide on getting a task done
from somebody who isn’t pushing their product as the solution?
Would you like a knowledgeable professional to call if you get stuck in a financial task?
Would you like to know that you’re doing what you need to do
to protect yourself and your family from life’s curveballs and to achieve your goals?
Get the Financial Task Roadmap
Only $24 per month!
Knowing WHAT to do is the first step to staying on top of your finances. Then you need to know HOW to do it. Finally, having an EASY, CONVENIENT and CURRENT process will make it easy to fit into your life. The Roadmap package gives you these things.
- All the knowledge, tools and resources to be able to complete the tasks listed
- A process, so you don’t have to spend too much time getting the tasks done
- Up to date content and resources with current laws, trends, money saving ideas and planning strategies
- A roadmap to follow for the entire year that makes it easy to get the tasks accomplished in as little time as possible.
- CFP®s available several times each month that you can call so you don’t waste time or get stuck.
We guarantee that following this roadmap will save you more than you pay, AND bring you peace of mind because you will know you are prepared for what life can throw at you and are on your way to achieving your goals. Many of our clients’ report cutting their debt-free date in half, and saving lots of interest. That is just from one class. You will make the yearly fees for this program back, and more by following this system.
Check out or download the list of all the resources you will receive,
AND the 2018 Roadmap calendar… AND the Money Minute Sampler!
Not sure if you would benefit? See how well you are doing on completing your tasks each year!
See how you are doing at staying on top of your financial tasks!
Below is a list of the financial tasks that need to be done routinely to get what you really want from your money. Indicate how satisfied you are with addressing these issues in the last year or two
We will send you a list of your most critical tasks and some resources to help with them.
Everybody has some areas of their financial lives that work really well and some areas that have tasks that either we don’t know how to do or don’t like doing or both! Our program makes it easier and typically takes less time because everything you need is there! The goal is to help you take control of your money… which means getting on top of these tasks.
Let’s get these done this year!