Financial Consultation

The Founder, Jenn Seeger, will provide the following:

• Financial organization tools – She will provide you with a Financial Organizer Questionnaire, File Folder List & Cash Flow Worksheet
• Personalized Retirement Ready or Not Report – Find out what rate of return would be required for you to achieve your retirement goals, how long you would have to work to achieve your retirement goals, how much less you would have to spend in retirement to make your money last and how much more you need to save to achieve your retirement goals.
• Education on the pros and cons of all the various investment vehicles
• Personalized Maximum Efficient Contract Illustration – You learn about this retirement accumulation strategy at the Wealthy Workshop
• Help with identifying which complimentary financial services make sense in your situation
• Available income opportunities and real estate/entrepreneur resources
• Financial Freedom Worksheet with recommendations