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 financial management/money to identify more disposable income to create/increase your emergency fund, long-term, retirement savings, and pleasure and leisure funds as part of your Budget and Spending Plan.
Simplfied Retirement Financial Plan-Optimize your money, pay off debt quickly and reallocate funds to maximize monthly 401(k) and Individual Retirement Account contributions and create Brokerage Investments to increase your net worth and RETIRE WITH MONEY.
Retirement Exit Plan-Create a Retirement Exit Strategy Plan to ensure that you retire on time financially secure to sustain your lifestyle for the rest of your life.
This Coaching Program is for:
· Public and Private Sector Professionals who are decisive and ready to take action NOW to get in alignment and create a plan to prosperity.”
· Professionals wanting a simple plan to know if, when and how to retire financially secure.
· Professionals needing help to organize and optimize money, lessen expenses, to save and invest.
· Professionals wanting a “retirement reality anlaysis” of future retirement monthly income, expenses, etc to solidify how they will live in retirement.
· Professionals desiring assistance with their portofolio investment strategy & investment selection to improve growth performance.
· Professionals who want to invest and direct their future being financially secure.
The format of the Coaching Program will include the following:
Initial Retirement Financial Establishment Session to discuss the 7- Major components of the SOS Retirement Planning Program that integrates Income Management, Income Bridge Strategies, Debt Planning, etc. All financial and other data will be used to design each client’s Retirement Financial Plan and Exit Strategy.
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 will include Open, Honest, Discussions on your Personal Income, Debt, Savings, Investments, Retirement Income, Retirement Eligibility, Retirement Operational Processes. Client will also be assigned tasks to complete to meet their goals.
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.
