Build Your Own Financial Plan - in less than 1 hour!

I was once told that "Plan beats no plan."

When it comes to financial planning, that couldn't be more true.

78% of Americans have less than $50,000 set aside for retirement. Only 14% of Americans have $100,000 set aside for retirement. (Yahoo)

I'm here to fix that.

My mission - help 100 people create their financial plan in 2023. By 2025 my goal is to have helped 10,000 people.

Whether you have $1 or $1,000,000, there is power in having a plan that you can execute on.

The problem - most people don't have access to financial planning products.

So, I built this resource for you.

It's intentionally built to be low-tech so that it is accessible to anyone.

Included in this class is:

• A spreadsheet designed to help you figure out:
  • a monthly budgeting tool
  • a budget forecasting tool that allows you to test various scenarios, such as new jobs or buying a more expensive house
  • a Personal Financial Statement that will help you understand and monitor your net worth
  • the exact amount of emergency fund that you should have and where you stand compared to that number
  • the exact amount of life insurance you should have; based on an industry-standard
  • how much money you have that could be invested today
  • finally, the exact amount of $ you will need to retire with your goal amount of income

Here's the thing, I wanted to make this completely free. But, the file sizes were too large for Gumroad's policy on free courses. So, I've marked the course as low as I can, $1, to meet their requirements.

Anyway, I really hope you will enjoy this course.

The peace of mind that comes from taking control of your finances is life-changing. I think you will agree.