Maximize My Living Standard
Sit back and let our experts use our patented software—Economic Security Planner—to find ways to raise your living standard and also give you a lifetime game plan for how much to spend, save, and insure.
Examples of strategies to raise your living standard that we can consider:
Switching jobs, going back to school, moving states, buying a new home, paying for college expenses, refinancing your mortgage, buying a second home, contributing more to retirement accounts, and more.
Maximize My Living Standard is a personalized service:
Step 1 After your purchase we discuss the key 4-5 strategies you want to evaluate.
Step 2 We send you an electronic form to complete using your financial data that we will enter into Economic Security Planner software.
Step 3 We schedule a two-hour online meeting so you can see your data in the software and have us use the software to present various scenarios based on the 4-5 strategic questions you want to answer. We send you the various reports at the end of this session with the data the program has generated.
Step 4 We give you time to review the data and then schedule a one hour follow-up session in case you want to re-run a scenario or change some data.
Step 5 If you choose to evaluate additional scenarios we discuss your needs and will estimate the costs.