Programs for Individuals and Families

5 Essentials for Financial Wellness

The 5 Essentials for Financial Wellness is our signature course and will boost the financial IQ of your participants. This course is offered both online and as instructor-led. Instructor-led courses are tailored to fit a brown bag lunch-and-learn 60-minute format. When the online format is preferred, 7 courses in 25-minute modules are available. Your participants will receive valuable worksheets specifically designed to highlight key topics, lessons, and behaviors. The 5 Essentials for Financial Wellness is for everyone at every stage of life!

Essentials 1: Take Back Control – Load Bearing Principles for a Lifetime of Financial Wellness

Purpose: Develop healthy behaviors, and a solid foundation with a budget, savings, debt management and credit.

Key Topics include: Behavioral Finance; Budgets, Savings & Emergency; Cash Reserves; Debt and Credit

Essentials 2: Protect 1st, Grow 2nd – Develop a Strong Foundation for your Core Investment Philosophy

Purpose: Protecting your hard-earned dollars and designing your savings path for nest-egg growth.

Key Topics include: Types of Risks; Beneficiaries; Investing

Essentials 3: Get Clear, Make Decisions and Take Action! Time to Build and Execute

Purpose: Assessing retirement needs and wants, planning, preparing, and spending your retirement money while keeping Uncle Sam at bay.

Key Topics include: Laying the Groundwork for Building Wealth; Identifying Key Financial Targets; Identifying and Managing Risk

Essentials 4: Retirement and Taxes – Keeping Uncle Sam off your Retirement Payroll

Purpose: Making healthy decisions that prevent unnecessary tax impacts and leverage taxes to your advantage during retirement.

Key Topics include: Taxes- Gaining Perspective; Lifetime Tax Stages; Leveraging Taxes to our Advantage

Essentials 5: Creating Legacy – Being values-driven for your most meaningful impact

Purpose: Preparing for your retirement transition, developing your estate plan, providing for family and legacy, and sharing with others.

Key Topics include: The Transition into Retirement; Developing your Estate Plan; Creating Legacy

Personal counseling is included as a continuation of our courses. It is all about YOU!  Each participant is invited to schedule a private, one-hour counseling session with a trained Certified Financial Wellness Counselor®.  Each of our counselors has passed a Foundation for Financial Wellness mastery class that is recognized by FINRA.

Everplan is a secure, user-friendly, digital archive which guides you step-by-step to collect, store and share your most important information—taking you far beyond the financial statements and insurance policies.

The Legacy Resource Center

The Legacy Resource Center is your trusted resource for building personal legacy. You and your loved ones will have peace of mind that you have gained the knowledge, prepared well and shared important information with others.

Life & Legacy

Define and align your Purpose-Planning-Portfolio for a well-lived life.

Executor’s Bootcamp

Facilitating the important conversations to develop a thoughtful and comprehensive end-of-life plan.

Executor’s Resource

All things related to carrying out a loved one’s Legacy Plan when it is time to settle the estate.

Personal counseling is included as a continuation of our courses. It’s private and all about YOU and your questions. Whether you’re just beginning to think about the legacy you’d like to leave, or if you have the responsibility of settling an estate, you can bring your questions, documents, and conversations to a trusted advisor.

Everplan is a secure, user-friendly, digital archive which guides you step-by-step to collect, store and share your most important information—taking you far beyond the financial statements and insurance policies.

Ready to get Started?

Contact us for pricing and availability in your area.