You CAN plan for the retirement of your dreams EVEN IF you’re not sure what that looks like or how to get there financially

Your Dream Retirement is closer than you think!

Using the Retirement Intelligence™ Course, you can evaluate your retirement goals, understand what you actually need to retire, and build a plan to make the most of your retirement — all in just 7 weeks.

You CAN plan for the retirement of your dreams EVEN IF you’re not sure what that looks like or how to get there financially.

Using the Retirement Intelligence™ method, you can evaluate your retirement goals, understand what you actually need to retire, and build a plan to make the most of your retirement — all in just 7 weeks.
As seen in

Here’s What People Are Saying

"It’s assumed that as you change life stages, you just know things but sometimes you don’t. This class really made a difference in my life."

Carol, PDX

 "I found it very informative. It reinforced and clarified topics I have heard about."

Louise, PDX

"Provided a good overview of subjects that need to be considered Jesse was a very good instructor and offered good examples to highlight points."

Anon

"Great class. It takes all the big topics and puts them in a logical order so it all makes sense."

Bruce, WA

“Can I even afford to retire?”

You’ve put in the time in your career, and now it’s just about your turn… but as you get closer to the time you wanted to retire, you’re just not quite sure you’re ready.

It’s not that you don’t want to retire…

…your golden years are supposed to be filled with joy, travel, and all the things you enjoy…

…and after a lifetime of working hard, doing your best to put away money…

…you can’t WAIT to spend your time exactly how YOU want.

After all, that’s EXACTLY what your golden years are supposed to be all about.

Yet, as the months tick closer and closer, you find yourself stressing out over money, wondering…
…if you’ll have enough money to do the things you want without scrimping and worrying about every nickel…

…whether or not you’re doing the right thing with your savings…

…and if your goals and plans are even viable, let alone realistic. 

It’s just so overwhelming, and you don’t know how much you’ll need to retire comfortably and confidently or if you need to adjust your expectations.

One thing is clear — you know you need a better understanding of the numbers. And you’ve got to do it soon so that your planned retirement date doesn’t come and go before you have a solid plan.

But where do you start?

Hear this: You are NOT alone

No one wants to work into their 70s and 80s. However, nearly ⅔ of Americans are worried about having enough money to retire, according to the latest data from the Natixis Global Retirement Index. The ability to retire comfortably isn’t just about leaving work in your rearview mirror. It’s about creating a plan that allows you to live out your golden years on your terms.

The REAL 3 Reasons You Aren’t Confident in Your Retirement Finances

Reason #1:  You aren’t clear on what you even want out of retirement

You may have lots of dreams for what you might like to do after you retire, but if you have not defined what the next phase of your life really looks like, it’s hard to start planning. As Antoine de Saint-Exupery once said, “A dream without a plan is just a wish.” Even if you’re still figuring out exactly what retirement looks like for you, you can solidify specific goals to create a plan that will help you thrive later in life.

Reason #2: You don’t know how to sort through all of the information or know which sources are trustworthy

There’s so much information out there about retirement planning. But how do you know who to trust? So many of the resources are biased and focus on upselling you, whether or not their solution is right for you. And, on the off-hand chance you find a reliable resource, how can you filter out the information that isn’t relevant to your situation? The truth is, even though there are lots of conflicting resources, you can follow an education-driven approach to compile and make sense of the information as it relates to your retirement.

Reason #3: You are overwhelmed by the myriad life-changing decisions you have to make

When planning your retirement, you face countless decisions. And when you don’t understand the repercussions of each one, it’s tough to choose a direction, let alone do so with confidence. Even if you’re paralyzed by indecision now, you can make decisions more confidently when you understand the context around each choice and how it impacts your specific situation.

The GOOD News Is

Planning for retirement doesn’t have to be stressful or filled with loads of unanswered questions. Instead, you can implement the steps in the Retirement Intelligence™ Course based on your life and situation to confidently plan for — and reach — the retirement of your dreams. By following this process, you’ll be able to:  
Clarify your vision for a successful retirement
Create a clear, step-by-step plan that will allow you to enter your retirement with confidence
Understand how much you need to create that vision
Evaluate whether or not your existing plan is viable
Confidently adjust your existing plan to meet your needs
Align your investments with your goals
Maximize your income and minimize taxes and expenses
Identify and avoid pitfalls for your estate to maximize opportunities
Recognize and manager risks that could derail you retirement
Understand the types of financial advisors available and if they are working in your best interest

 And we can help!

Hi, we’re 
Scott Sanders and Jesse Coffee.

With over 3 decades of combined experience as CERTIFIED FINANCIAL
PLANNER™ practitioners, we’re committed to serving people approaching retirement by delivering the information they need to create and evaluate a viable retirement plan.

Over the years, we’ve seen everything. You’re in good company whether you have highly-detailed plans, simple vision boards that highlight your ideal life, or even just a few ideas rolling around in your head about what retirement could look like.

That’s because while people focus on growing their assets throughout their careers, they don’t actually put a whole lot of thought into retirement at all.
Far too often, people think about retirement planning as something they’ll do down the road. However, because the options are overwhelming and endless, “We’ll tackle it in six months,” gets pushed later and later. Then, as people begin to approach retirement — 2, 3, or 5 years out — they
come to us stressed about what they’ll need to retire and whether or not they can actually afford their dream.

We want to change all that, so we’re setting out to demystify the confusion around retirement, what it means, and how to make the most of it. We’re committed to helping people make sense of conflicting information, simplifying the myriad life-changing decisions, and empowering people to evaluate their dreams and finances.
To that end, one of the most significant areas we deliver value is offering an unbiased approach. We meet you wherever you are to provide relevant and unbiased information based on your specific situation. 

It drives us crazy that there’s so much biased information out there. If someone’s priority is to sell you financial products, how can you know whether they're delivering the best advice or if they're simply padding their own pockets?

We believe in delivering unbiased information without an end goal. 

Over the last 15 years, we’ve channeled our experience into a step-by-step process to help thousands of families approaching retirement age to understand how to get the most out of retirement. By prioritizing the things that matter most to them, they’re able to go into retirement with confidence and peace of mind.

We’ve devoted our careers to helping people like you enjoy retirement on their terms. 

And now, it’s your turn. 

We’re channeling all that experience into a formula that blends financial planning, investment management, and advanced planning to empower you to make decisions about the next phase of your life.

Introducing

7 Steps to Retire with Ease, Confidence, and Clarity

A 7-week course designed to help you understand your goals for retirement and create a plan to maximize your carefully-grown assets so you can enter this new, life-changing chapter with complete peace of mind and security. 

As part of Retirement Intelligence, you’ll receive:

Course Introduction: Getting Started

Understanding where you are now is the key to getting to where you want to be. As you start your journey toward retiring with confidence and peace of mind, you’ll dive into the foundation of Retirement Intelligence and assess your current retirement readiness.

You’ll use the following tool:

  • Retirement Readiness Self-Assessment to help you understand and evaluate your current situation with regard to retirement planning.
  • Document Collection List to help you understand what you’ll need to gather to most effectively create your retirement plan.

Here’s What People Are Saying

"It’s assumed that as you change life stages, you just know things but sometimes you don’t. This class really made a difference in my life."

Carol, PDX

 "I found it very informative. It reinforced and clarified topics I have heard about."


Louise, PDX

"Provided a good overview of subjects that need to be considered Jesse was a very good instructor and offered good examples to highlight points."

Anon

"Great class. It takes all the big topics and puts them in a logical order so it all makes sense."



Bruce, WA

“Can I even 
afford to retire?”

You’ve put in the time in your career, and now it’s just about your turn… but as you get closer to the time you wanted to retire, you’re just not quite sure you’re ready.

It’s not that you don’t want to retire…

…your golden years are supposed to be filled with joy, travel, and all the things you enjoy…

…and after a lifetime of working hard, doing your best to put away money…

…you can’t WAIT to spend your time exactly how YOU want.

After all, that’s EXACTLY what your golden years are supposed to be all about.

Yet, as the months tick closer and closer, you find yourself stressing out over money, wondering…
…if you’ll have enough money to do the things you want without scrimping and worrying about every nickel…

…whether or not you’re doing the right thing with your savings…

…and if your goals and plans are even viable, let alone realistic. 

It’s just so overwhelming, and you don’t know how much you’ll need to retire comfortably and confidently or if you need to adjust your expectations.

One thing is clear — you know you need a better understanding of the numbers. And you’ve got to do it soon so that your planned retirement date doesn’t come and go before you have a solid plan.

But where do you start?

Hear this: You are NOT alone

No one wants to work into their 70s and 80s. However, nearly ⅔ of Americans are worried about having enough money to retire, according to the latest data from the Natixis Global Retirement Index. The ability to retire comfortably isn’t just about leaving work in your rearview mirror. It’s about creating a plan that allows you to live out your golden years on your terms.

The REAL 3 Reasons You Aren’t Confident in Your Retirement Finances

Reason #1: You aren’t clear on 
what you even want out of retirement

You may have lots of dreams for what you might like to do after you retire, but if you have not defined what the next phase of your life really looks like, it’s hard to start planning. As Antoine de Saint-Exupery once said, “A dream without a plan is just a wish.” Even if you’re still figuring out exactly what retirement looks like for you, you can solidify specific goals to create a plan that will help you thrive later in life.

Reason #2: You don’t know how to sort through all of the information or know which sources are trustworthy

There’s so much information out there about retirement planning. But how do you know who to trust? So many of the resources are biased and focus on upselling you, whether or not their solution is right for you. And, on the off-hand chance you find a reliable resource, how can you filter out the information that isn’t relevant to your situation? The truth is, even though there are lots of conflicting resources, you can follow an education-driven approach to compile and make sense of the information as it relates to your retirement.

Reason #3: You are overwhelmed by the myriad life-changing decisions you have to make

When planning your retirement, you face countless decisions. And when you don’t understand the repercussions of each one, it’s tough to choose a direction, let alone do so with confidence. Even if you’re paralyzed by indecision now, you can make decisions more confidently when you understand the context around each choice and how it impacts your specific situation.

The GOOD News Is

Planning for retirement doesn’t have to be stressful or filled with loads of unanswered questions. Instead, you can implement the steps in the Retirement Intelligence™ Course based on your life and situation to confidently plan for — and reach — the retirement of your dreams. 

By following this process, you’ll be able to:  
                      Clarify your vision 
                      for a successful 
                             retirement         
   Create a clear,      step-by-step plan  that will allow you to enter your retirement
  with confidence     
Understand how much you need to create that vision
Evaluate whether 
or not your existing 
plan is viable
  Confidently adjust 
   your existing plan 
         to meet your 
               needs
Align your         
investments with  
your goals         
Maximize your income and minimize taxes and expenses
Identify and avoid pitfalls for your estate to maximize opportunities
Recognize and manage risks that could derail your retirement
   Understand the 
  types of financial 
 advisors available 
     and if they are 
     working in your 
        best interest

 And we can help!

Hi, we’re 
Scott Sanders and Jesse Coffee

With over 3 decades of combined experience as CERTIFIED FINANCIAL PLANNER™ practitioners, we’re committed to serving people approaching retirement by delivering the information they need to create and evaluate a viable retirement plan.

Over the years, we’ve seen everything. You’re in good company whether you have highly-detailed plans, simple vision boards that highlight your ideal life, or even just a few ideas rolling around in your head about what retirement could look like.

That’s because while people focus on growing their assets throughout their careers, they don’t actually put a whole lot of thought into retirement at all. Far too often, people think about retirement planning as something they’ll do down the road. However, because the options are overwhelming and endless, “We’ll tackle it in six months,” gets pushed later and later. Then, as people begin to approach retirement — 2, 3, or 5 years out — they come to us stressed about what they’ll need to retire and whether or not they can actually afford their
dream.

We want to change all that, so we’re setting out to demystify the confusion around retirement, what it means, and how to make the most of it. We’re committed to helping people make sense of conflicting information, simplifying the myriad life-changing decisions, and empowering people to evaluate their dreams and finances.
To that end, one of the most significant areas we deliver value is offering an unbiased approach. We meet you wherever you are to provide relevant and unbiased information based on your specific situation. 

It drives us crazy that there’s so much biased information out there. If someone’s priority is to sell you financial products, how can you know whether they're delivering the best advice or if they're simply padding their own pockets?

We believe in delivering unbiased information without an end goal. 

Over the last 15 years, we’ve channeled our experience into a step-by-step process to help thousands of families approaching retirement age to understand how to get the most out of retirement. By prioritizing the things that matter most to them, they’re able to go into retirement with confidence and peace of mind.

We’ve devoted our careers to helping people like you enjoy retirement on their terms. 

And now, it’s your turn. 

We’re channeling all that experience into a formula that blends financial planning, investment management, and advanced planning to empower you to make decisions about the next phase of your life.

Introducing

7 Steps to Retire with Ease, Confidence, and Clarity

A 7-week course designed to help you understand your goals for retirement and create a plan to maximize your carefully-grown assets so you can enter this new, life-changing chapter with complete peace of mind and security. 

As part of Retirement Intelligence, you’ll receive:

7 Video Learning Modules to help you understand what you need to retire with financial confidence.

18 Tools, Exercises, and Actionable Steps designed to help you understand how to build, update, and maximize your retirement plan.

Here’s how it all breaks down…

Here’s what you will learn and explore in each module of Retirement Intelligence…

Course Introduction: Getting Started

Understanding where you are now is the key to getting to where you want to be. As you start your journey toward retiring with confidence and peace of mind, you’ll dive into the foundation of Retirement Intelligence and assess your current retirement readiness.

You’ll use the following tool:

  • Retirement Readiness Self-Assessment to help you understand and evaluate your current situation with regard to retirement planning.
  • Document Collection List  to help you understand what you’ll need to gather to most effectively create your retirement plan.

Module 1: What’s The Dream And How Much Will It Cost?

Creating a meaningful retirement starts with understanding what it is that you actually want to do. In Module 1, you’ll explore your retirement dreams and goals before you evaluate their costs so that you can truly create a vision for how you want to spend the next phase of your life. You’ll also learn how to develop a retirement budget that factors in necessary costs like healthcare and the fun stuff like travel. You’ll walk away with a clear vision for your retirement years and an idea of what you need to turn it into reality.

We'll dive into:

  • The mindset shift many retirees have to make from saving to spending
  • Why so many people live a smaller retirement than they could
  • How to create a realistic retirement spending plan that

You’ll use the following tools:

  • Creating a Meaningful Retirement Exercise to help you identify and evaluate what you want your retirement experience to look like.
  • Developing a Retirement Budget Worksheet to help you understand what your retirement will cost.
  • Estimating Healthcare Costs in Retirement to help you determine what to expect to pay for healthcare.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level.

Essential Module 1: What’s The Dream And How Much Will It Cost?

Creating a meaningful retirement starts with understanding what it is that you actually want to do. In Module 1, you’ll explore your retirement dreams and goals before you evaluate their costs so that you can truly create a vision for how you want to spend the next phase of your life. You’ll also learn how to develop a retirement budget that factors in necessary costs like healthcare and the fun stuff like travel. You’ll walk away with a clear vision for your retirement years and an idea of what you need to turn it into reality.

We'll dive into:

  • The mindset shift many retirees have to make from saving to spending
  • Why so many people live a smaller retirement than they could
  • How to create a realistic retirement spending plan that

You’ll use the following tools:

  • Creating a Meaningful Retirement Exercise to help you identify and evaluate what you want your retirement experience to look like.
  • Developing a Retirement Budget Worksheet to help you understand what your retirement will cost.
  • Estimating Healthcare Costs in Retirement to help you determine what to expect to pay for healthcare.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level.

Module 2: Retirement Income & Your Funding Gap

While in the last module, we discussed dreams and costs, Module 2 is all about income. You’ll explore the different types of income that you can expect, starting with social security. You’ll also learn about other types of income to consider — including annuities, pensions, and real estate — and how they factor into your retirement plan. You’ll walk away understanding that your funding gap is the crux of your retirement plan and plays a crucial roll in determining if you can afford to retire and how you invest in your retirement. 

We'll dive into:

  • A deeper understanding of social security and what you can expect
  • How social security is the foundation of most Americans’ retirement income
  • Guidance for how to evaluate your other sources of income against your needs

You’ll use the following tools:

  • Sources of Retirement Income Worksheet so you can list and evaluate the types of retirement income you can expect.
  • Determining Your Funding Gap Worksheet so you can identify whether or not you have enough money and how you can fund the difference.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level.

Essential Module 2: Retirement Income & Your Funding Gap

While in the last module, we discussed dreams and costs, Module 2 is all about income. You’ll explore the different types of income that you can expect, starting with social security. You’ll also learn about other types of income to consider — including annuities, pensions, and real estate — and how they factor into your retirement plan. You’ll walk away understanding that your funding gap is the crux of your retirement plan and plays a crucial roll in determining if you can afford to retire and how you invest in your retirement. 

We'll dive into:

  • A deeper understanding of social security and what you can expect
  • How social security is the foundation of most Americans’ retirement income
  • Guidance for how to evaluate your other sources of income against your needs

You’ll use the following tools:

  • Sources of Retirement Income Worksheet so you can list and evaluate the types of retirement income you can expect.
  • Determining Your Funding Gap Worksheet so you can identify whether or not you have enough money and how you can fund the difference.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level.

Module 3: What Savings Do You Have And Is It Enough?

Now that you know your funding gap, it’s time to evaluate your current assets to complete the financial picture. You’ll explore retirement accounts and savings, and learn how to analyze your finances. You’ll walk away knowing how to evaluate your finances and know whether or not you’ve saved enough.

We'll dive into:

  • The difference between all the types of retirement accounts
  • How to use industry standards for retirement savings to determine if you’ve saved enough
  • Examples of how other people have filled their funding gap

You’ll use the following tools:

  • What Retirement Savings Do You Have? Worksheet to help you take stock of your current savings.
  • Have You Saved Enough? Worksheet to give you a fundamental understanding of what you need to have on hand before you retire.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level. 

Essential Module 3: What Savings Do You Have And Is It Enough?

Now that you know your funding gap, it’s time to evaluate your current assets to complete the financial picture. You’ll explore retirement accounts and savings, and learn how to analyze your finances. You’ll walk away knowing how to evaluate your finances and know whether or not you’ve saved enough.

We'll dive into:

  • The difference between all the types of retirement accounts
  • How to use industry standards for retirement savings to determine if you’ve saved enough
  • Examples of how other people have filled their funding gap

You’ll use the following tools:

  • What Retirement Savings Do You Have? Worksheet to help you take stock of your current savings.
  • Have You Saved Enough? Worksheet to give you a fundamental understanding of what you need to have on hand before you retire.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level. 

Module 4: Aligning Your Investments With Your Goals

Where the first three modules covered financial planning, now it’s time to gain a deeper understanding of your investments and risk tolerance. You’ll explore the different types of investments and what type of investor you are, along with your tolerance for risk. You’ll walk away understanding the hidden risks like inflation, longevity, and sequence of return as well as how to manage them when you make the big mindset shift from saving for retirement to spending in retirement.

We'll dive into:

  • The biggest risks most retirees face
  • Why your approach to investing in retirement represents is a big mindset shift
  • How you'll adjust your thinking from years of saving to a future of spending 

You’ll use the following tools:

  • Investor Profile Questionnaire  to help you understand risk tolerance as it relates to your investor profile.
  • Build Your Buckets Exercise to help you understand how investing in retirement is different.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level.

Essential Module 4: Aligning Your Investments With Your Goals

Where the first three modules covered financial planning, now it’s time to gain a deeper understanding of your investments and risk tolerance. You’ll explore the different types of investments and what type of investor you are, along with your tolerance for risk. You’ll walk away understanding the hidden risks like inflation, longevity, and sequence of return as well as how to manage them when you make the big mindset shift from saving for retirement to spending in retirement.

We'll dive into:

  • The biggest risks most retirees face
  • Why your approach to investing in retirement represents is a big mindset shift
  • How you'll adjust your thinking from years of saving to a future of spending 

You’ll use the following tools:

  • Investor Profile Questionnaire to help you understand risk tolerance as it relates to your investor profile.
  • Build Your Buckets Exercise to help you understand how investing in retirement is different.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level.

Module 5: Retirement Enhancement

Making the most of your
retirement means getting the most out of your assets. In Module 5, you’ll explore how to enhance your retirement by maximizing your income, reducing expenses, and minimizing taxes. You’ll walk away with a strong understanding of how to make the most of your retirement finances.

We'll dive into:

  • How to maximize your income for a variety of different goals
  • Strategies for reducing your expenses and minimizing taxes
  • A variety of scenarios and how they relate to your goals

You’ll use the following tools:

  • Income Maximization Worksheet so that you understand strategies that can help you get the most out of your retirement income without living small.
  • Expense Reduction and Tax Minimization Worksheet to help you recognize strategies that can reduce your expenses and taxes, saving money that can go toward your retirement dreams.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level.

Advanced Module 5: Retirement Enhancement

Making the most of your retirement means getting the most out of your assets. In Module 5, you’ll explore how to enhance your retirement by maximizing your income, reducing expenses, and minimizing taxes. You’ll walk away with a strong understanding of how to make the most of your retirement finances.

We'll dive into:

  • How to maximize your income for a variety of different goals
  • Strategies for reducing your expenses and minimizing taxes
  • A variety of scenarios and how they relate to your goals

You’ll use the following tools:

  • Income Maximization Worksheet so that you understand strategies that can help you get the most out of your retirement income without living small.
  • Expense Reduction and Tax Minimization Worksheet to help you recognize strategies that can reduce your expenses and taxes, saving money that can go toward your retirement dreams.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level.

Module 6: Retirement Protection And Charitable Gifting

Every discuss about retirement must ultimately include identifying and managing risks that could derail your retirement, such as Long-Term Care. In Module 6, you’ll explore liability, life insurance, and long-term care. You’ll also dive into how to get the biggest bang for the charities you care about while maximizing tax benefits for yourself. You’ll walk away understanding the different long-term care options in front of you and how they relate to your retirement.

We'll dive into:

  • The different healthcare and long-term care options
  • How to pay for them
  • Strategies to help get the most money to the charities you care about and the biggest tax benefit to you

You’ll use the following tools:

  • Retirement Protection Worksheet to help you understand the biggest risks to your retirement and how to manage them.
  • Charitable Gifting Checklist to help you understand the different strategies and options.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level.

Advanced Module 6: Retirement Protection And Charitable Gifting

Every discuss about retirement must ultimately include
identifying and managing risks that could derail your retirement, such as Long-Term Care. In Module 6, you’ll explore liability, life insurance, and long-term care. You’ll also dive into how to get the biggest bang for the charities you care about while maximizing tax benefits for yourself. You’ll walk away understanding the different long-term care options in front of you and how they relate to your retirement.

We'll dive into:

  • The different long-term care options
  • How to pay for them
  • Strategies to help get the most money to the charities you care about and the biggest tax benefit to you

You’ll use the following tools:

  • Retirement Protection Worksheet to help you understand the biggest risks to your retirement and how to manage them.
  • Charitable Gifting Checklist to help you understand the different strategies and options.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level.

Module 7: Estate Planning

Estate planning is the final step in creating a viable retirement plan. In Module 7, you’ll explore estate planning and why it’s important, as well as the differences between wills, and trusts so that you can be sure to make the right decisions. You’ll walk away understanding the benefits of estate planning, the pitfalls of not having a plan, and the tools to get organized. 

We'll dive into:

  • How to understand the legal documents that go into estate planning
  • How to understand estate taxes and strategies for minimizing them
  • Why a well-thought out estate plan helps control your assets while you’re alive in the case you are incapacitated

You’ll use the following tools:

  • Estate Planning Checklist to help you ensure you have everything in place for a final transfer of wealth.
  • Estate Plan Organizer to help you keep track of your different assets, goals, and plans.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level. 

Advanced Module 7: Estate Planning

Estate planning is the final step in creating a viable retirement plan. In Module 7, you’ll explore estate planning and why it’s important, as well as the differences between wills, and trusts so that you can be sure to make the right decisions. You’ll walk away understanding the benefits of estate planning, the pitfalls of not having a plan, and the tools to get organized. 

We'll dive into:

  • How to understand the legal documents that go into estate planning
  • How to understand estate taxes and strategies for minimizing them
  • Why a well-thought out estate plan helps control your assets while you’re alive in the case you are incapacitated

You’ll use the following tools:

  • Estate Planning Checklist to help you ensure you have everything in place for a final transfer of wealth.
  • Estate Plan Organizer to help you keep track of your different assets, goals, and plans.
  • Your Retirement Intelligence Workbook to give you examples and resources to help you explore this module on a deeper level. 

PLUS these bonuses when you join now…

BONUS #1

Hiring And Working With Financial Professionals so you can understand the types of advisors, their potential conflicts of interest, and questions you can ask when interviewing a financial advisor.

BONUS #2

The 55-page Retirement Intelligence Workbook to give you examples and resources to help you explore every module on a deeper level.    

BONUS #3

 Essential Resources to Maximize Your Retirement packed with valuable resources and links you can use to get the most up-to-date information.

Ready to enter retirement with confidence and peace of mind?

Your experience starts immediately. Once you click the "Join Now" button below you'll be taken to our secure checkout. When you register, you'll receive an email confirming your registration and immediate access to the course introduction. Your email will include instructions on how to access your learning portal. If you have any questions along the way, our team is here to help you get access to the content and ensure you get the most out of the program.

Essentials + Advanced Planning

Includes:

  • Essential Learning modules 1-4
  • Advanced Planning Modules:
  • Retirement Enhancement
  • Retirement Protection and Charitable Giving
  • Estate Planning
  • 16 On Demand Videos
  • 18 Tools, Worksheets and Exercises
  • 12 Months of access
  • Monthly Group Coaching Calls
  • Plus a 1-on-1 Private Coaching Call 
  • 3 Bonuses:
  • Hiring and Working with Financial Professionals
  • 55 Page Workbook
  • Essential Resources

$499

Essentials

Includes:

  • Learning Modules 1-4
  • 9 On Demand Videos
  • 11 Tools, Worksheets and Exercises
  • Monthly Group Coaching Calls
  • 6 Months of Access
  • 3 Bonuses:
  • Hiring and Working with Financial Professionals
  • 55 Page Workbook
  • Essential Resources

$399

  • 100% Safe and Secure Checkout.
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PLUS these bonuses when you join now…

BONUS #1

 Hiring And Working With Financial Professionals so you can understand the types of advisors, their potential conflicts of interest, and questions you can ask when interviewing a financial advisor.

BONUS #2

The 55-page Retirement Intelligence Workbook to give you examples and resources to help you explore every module on a deeper level.    


BONUS #3

 Essential Resources to Maximize Your Retirement packed with valuable resources and links you can use to get the most up-to-date information.

Whew! That’s a lot of value.

Need a recap?

Ready to enter retirement with confidence and peace of mind?

Your experience starts immediately. Once you click the "Join Now" button below you'll be taken to our secure checkout. When you register, you'll receive an email confirming your registration and immediate access to the course introduction. Your email will include instructions on how to access your learning portal. If you have any questions along the way, our team is here to help you get access to the content and ensure you get the most out of the program.

Essentials + Advanced Planning

Includes:

  • Essential Learning Modules 1-4
  • Advanced Planning Modules 5-7: 
  • Retirement Enhancement
  • Retirement Protection
  • Charitable Giving, Estate Planning
  • 16 On Demand Videos
  • 18 Tools, Worksheets and Exercises
  • 12 Months of Access
  • Monthly Group Coaching Calls
  • 3 Bonuses
  • Hiring and Working with Financial Professionals
  • 55 Page Retirement Intelligence Workbook
  • Essential Resources to Maximize Your Retirement
  • PLUS a Private 1-on-1 Coaching Call 

$499

Or 3 Monthly Payments of $187

Essentials

Includes:

  • Essential Learning Modules 1-4
  • 9 On Demand Videos
  • 11 Tools, Worksheets and Exercises
  • Monthly Group Coaching Calls 
  • 6 Months of Access
  • 3 Bonuses:
  • Hiring and Working with Financial Professionals
  • 55 Page Retirement Intelligence Workbook
  • Essential Resources to Maximize Your Retirement



$399

Or 3 Monthly Payments of $147
  • 100% Safe and Secure Checkout.
Payment processed through secure gateway networks

60-Day No-Risk Guarantee

We are in the business of helping people just like you gain a powerful understanding of your finances and how they relate to your retirement goals. If for any reason you feel like the content we share won’t help you take steps to create an effective financial plan for retirement, we will refund your tuition 100% within the first 60 days. Just send us an email.

60-Day No-Risk Guarantee

We are in the business of helping people just like you gain a powerful understanding of your finances and how they relate to your retirement goals. If for any reason you feel like the content we share won’t help you take steps to create an effective financial plan for retirement, we will refund your tuition 100% within the first 60 days. Just send us an email.

Frequently Asked Questions

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You deserve to thrive in your retirement

Too often, we see people coming into retirement unsure of their finances and living a smaller retirement lifestyle than they could. You deserve more.

We want to empower you to confidently live the life you want in your retirement and do all the things you’ve been dreaming about for years. 

The truth is you can get clear on what you want out of your retirement and build a plan to make it possible. And we want to help. There’s no risk, and we hope to see you in the program so that you can start planning for the best years yet.

You deserve to thrive in your retirement

Too often, we see people coming into retirement unsure of their finances and living a smaller retirement lifestyle than they could. You deserve more.

We want to empower you to confidently live the life you want in your retirement and do all the things you’ve been dreaming about for years. 

The truth is you can get clear on what you want out of your retirement and build a plan to make it possible. And we want to help. There’s no risk, and we hope to see you in the program so that you can start planning for the best years yet.
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