Discover the Power of

Financial

Forecasting

Get a Live, Completely Customized Review of Your Financial Future - From Major Life Changes to Retirement Goals

Investment begins at $999

NOTE: Additional steps will be provided in a follow up email after purchase.

During this powerful visualization session, you'll:

  • See exactly how your current finances will perform in different future scenarios

  • Get clear answers about retirement, career changes, and major life decisions

  • Discover potential money blind spots before they become problems

  • Receive personalized recommendations based on your real numbers

How It Works:

  1. After booking, you'll get access to our simple financial snapshot questionnaire

  2. Enter your current account values (no account numbers needed)

  3. We'll meet for a live 60-minute review where I'll show you exactly how your money will perform

  4. No need to take notes. You’ll receive a comprehensive report, complete with a recording of the session for review

A young woman smiling and holding a tablet in an office, with a group of people working in the background.

Examples of Financial Forecasting Reports:

Financial chart with multiple colored bars and lines showing inflows, outflows, and lifestyle data over age range 34 to 100.
A financial graph showing income and expense data over several years, including categories such as VA income inflow, savings withdrawals, TSP withdrawals, taxes, and lifestyle goals.
Silhouette of a camera with a long strap in a metallic gold color.

This session is perfect for successful people who want to:

✓ Stop wondering "what if?" about their financial decisions

✓ See the real impact of different life choices on their wealth

✓ Get clarity on their retirement timeline

✓ Make confident decisions about their financial future

✓ Build a legacy that lasts

Investment begins at $999

NOTE: Additional steps will be provided in a follow up email after purchase.