SOS Retirement Planning Coaching Program
SOS Retirement Planning Coaching Program
$3,000.00
With the recent increases in inflation and interest rates, many workers with 20 years, 10 years and 5 years remaining to work before they retire, can’t retire. These workers have not saved enough money to retire, because they had no money to save. Expenses exceeded their income every paycheck and they live check to check. Why? DEBT!! The amount owed in totality and montly debt payments drains their money every month and savings is not in their vocabulary. Therefore, they have no ability to save for retirement and and they will face difficulty living comfortably in retirement.
Retirement Planning Coaching involves understanding the client’s financial situation and expectations about living in retirement, to develop a realistic set of goals around which a financial plan can be constructed, implemented and monitored over time.
SOS Retirement Planning Coaching Program helps clients achieve the following outcomes:
Improved financial management -Organize your personal finances to identify more disposable income to create/increase your emergency fund, long-term, retirement savings.
Simplfied Retirement Financial Plan-Optimize your money to pay off debt quickly to increase your net worth and RETIRE WITH MONEY.
Retirement Exit Plan-Create a Retirement Exit Strategy Plan to alleviagte retirement anxiety to sustain your lifestyle for the rest of your life.
This Coaching Program is for:
· Mid-Career Professionals who are decisive and want a simplified plan to retire with security in 5 years.
· Professionals needing assistance to organize and optimize their monthly income & spending.
· Professionals desiring investment portfolio assistance to improve performance.
· Professionals who need a step-by step financial exit strategy to alleviate retirement anxiety.
Coaching Program includes:
Initial Retirement Financial Establishment Session to discuss the 7- Major components of the SOS Retirement Planning Program.
Client must provide all requested Financial, Income, Expenses, Retirement Documentation Timely to perform financial analysis to formulate recommendations, strategies to help the client achieve their goals.
Three (3) Private 1:1 Intensive Coaching Sessions. Each Session must include Open, Honest, Discussions, Personal Income, Debt, Savings, Investments, Retirement Income, Retirement Eligibility, R Client will also be assigned tasks to complete before the next coaching session.
Money Mindset, Behavior, and Action Mastermind + 1:1 support, ensuring you learn how to manage your money better, grow your money and retirement investments to achieve Financial Security.
