FREE Financial Condition Assessment

Completing our FREE Financial Independence workshop and developing your Asset Accumulation Plan (AAP) gives you the basic education needed to start on your path to financial freedom.  But before you can plan a route to financial freedom, you need to know your starting point.

We complete a FREE “Financial Condition Assessment” by performing a complete financial assessment of your income, your expenses, your assets, your liabilities and your cash flow. Our FREE assessment will be used to develop your Personal Financial Statement to tell you what is your current financial condition.  This service is available only to those who have completed the FREE Financial Independence workshop.

The next step is to put together your Financial Independence Number (FIN), your Asset Accumulation Plan (AAP), and your Personal Financial Statement, so we can develop a personalized “Financial Roadmap” to get you to where you want to be financially.


Request your FREE Financial Condition Assessment!