Wealth Builder Program
If financial planning is beneficial for everyone, why do so many financial planning firms have a $1 million minimum?
At Good Life Wealth Management, we believe that financial planning is for everyone. We help any and all investors who recognize the value in having their own plan. Every 50-year old millionaire is someone who probably made some smart decisions in their 20’s and 30’s. And that is why we designed our innovative Wealth Builder Program for clients under $250,000 – to help newer investors make the choices that build a solid foundation for their financial future. Habits create your results. Our focus is on helping you create the awareness and understanding to make great financial habits.
Our Wealth Builder Program is simple. Create a financial plan unique to you, implement your plan, and work with you in the years ahead to stay on course to meet your goals. We don’t do one-size fits all planning. Your plan will be tailored to your situation. That might include budgeting, debt repayment, student loan strategies, 401(k) and employer benefits, self-employment plans, IRAs, estate planning, life insurance, or other needs. We have a process that will take you from where you are today to knowing you are on the right path. You are welcome and encouraged to call or email anytime as financial questions arise. All this for $1,250 a quarter, cancelable at anytime if you are unsatisfied.
You have questions:
- Should I save more or pay down my student loans? Should we pay down our home mortgage?
- How much do we need to save each month to become financially independent and for how long?
- Should I buy or lease a car?
- How should I invest in my retirement plan? Or, should I invest outside of my retirement plan? Roth or Traditional?
- What steps should we take if we’re getting married? Starting a family? Do we need a Will or other estate documents?
