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Introducing
The Simple, yet Complete Guide to Confidently Creating Your Personal Retirement Plan
After working with hundreds of clients and presenting to thousands of people, I've come to understand what most people need and want in a financial plan. I've channeled my knowledge into a comprehensive, step-by-step education and implementation program that will guide you through the steps you need to take to understand and confidently create your own future plan.
In Confident Retirement Roadmap, the terms, strategies, and tools to use in your retirement planning are explained simply and clearly, in language that is easy to understand.
We'll then walk you through how to implement these tools and strategies into your own plan.
The end result: A well-thought out and wholistic retirement plan that leaves you feeling confident and excited for your future.
Confident Retirement Roadmap is the ONLY program of its kind that…
1. Educates the individual and empowers you to take control of your planning.
2. Walks you through the implementation of advanced retirement planning strategies in an easy to understand way.
3. Provides planning tips and strategies for low, middle, and high income earners.
4. Makes professional guidance more affordable and accessible.
5. Simplifies the retirement planning process so you can finally feel knowledgeable and informed to make the best decisions with your money.
So if you’re ready to finally create your complete retirement plan without worry, confusion, and overwhelm...
Here's how we'll help you get there:
If you're ready to create the retirement plan you've dreamed of by following a simple, proven system...
Module 1
Know Your Future Now
Module 1 really lays the foundation for your retirement planning journey and helps you to gain a clear picture of your future.
In this module, you'll explore what your future income sources will be so you can begin to see a crystal clear picture of what to expect in retirement.
As we identify and analyze your future income sources, how they work, and the pros and cons of each, you'll gain a new understanding of your situation, and the potential problems and solutions for your situation will start to become clear.
Module Highlights:
- Learn what the most important aspect of future planning is, and why that should be your focus.
- Understand how pensions, social security, and annuities work and how to maximize the income from each of these sources.
- Identify your future sources of income and the pros and cons of each.
- Learn which investment vehicles provide guaranteed lifetime income, and explore how to create guaranteed income if you don't have any.
- Analyze the options associated with Social Security income, and determine when you should begin taking Social Security to maximize your benefit.
Module 2
What You Should Know About Taxes
Now that you know your future income sources and understand how they work, we'll dive into detailed information about how our tax system works and how that affects your current and future income.
Even though talking about taxes might seem dull and complex, we've made sure to break it down simply into understandable language with examples, images, and stories to help it all become clear.
This module is where you'll experience some powerful and exciting "aha" moments that will open your eyes to simple adjustments you can make to increase your retirement income. And who doesn't want that?!
Module Highlights:
- Follow simple steps to analyze your current tax situation and estimate your future tax situation.
- Understand how our tax system works in the U.S. and how to use this information to improve your future planning.
- Learn the truth about a common retirement myth and how that will affect where you're putting your money.
- Learn about the 3 types of money, and which ones you should have.
- Analyze which types of money you currently have, and identify potential changes you should make.
Module 3
The 'Real' Retirement System
Now that you've learned all about our tax system and how it affects your plan, we'll walk you through what the "real" retirement system looks like.
Many retirees are surprised when get into retirement because they have to deal with things with their money that they've never had to deal with before.
After going through this module, you can feel confident that you'll know what to expect, and you'll be won't end up unpleasantly surprised.
Module Highlights:
- Discover some expectations in retirement that come as a surprise to many retirees, and how to be prepared for them.
- Learn how your Social Security is taxed and how to potentially reduce or eliminate tax on your Social Security income.
- Explore how to determine which types of accounts are best for you to be saving your money, and how to get it there if that's not where it is right now.
- Utilize helpful web-based calculators to clarify how much money you'll have in retirement, how long it will last, and how much you should be putting away now.
Module 4
Tools for a Confident Retirement
In Module 4, we identify 5 retirement planning tools that will give you the wholistic retirement plan you want and need.
You'll learn about how to protect your money against risks that often go unseen until it is too late to avoid them.
The tools and strategies discussed in this module will deepen and amplify the comfort and peace of mind you feel so you can enjoy your retirement, worry-free.
Module Highlights:
- Understand risks that arise in retirement and take action to protect against them.
- Learn how to design your investment portfolio to decrease the risk of losing significant amounts of money in the market.
- Explore several retirement tools that can give you a well-rounded plan, identify which ones are best for you, and implement them.
- Discover the truth about 4 common misconceptions about estate planning and how to easily pass on your assets, without leaving your heirs with tax burdens.
Module 5
Moving Forward with Confidence
After completing the previous modules, you'll have a solid understanding of your situation both now and in retirement.
You will have identified and implemented many strategies to keep more of your money, reduce taxation, decrease risks, and create the care-free retirement you deserve.
In this final module, we discuss what your next steps should be so that you can move forward confidently and continue to make the best decisions for your future.
Module Highlights:
- Identify strategies you can use if you find that you're coming up short in retirement savings.
- Discuss what to focus on if you're on track to have enough in retirement
- Explore important strategies for keeping more of your money if you'll have more than you need in retirement.
- Envision your retirement, take action, and create the confident retirement of your dreams.
30 Day Money Back Guarantee
Confident Retirement Roadmap is the most comprehensive, step-by-step implementation program for people who are excited and committed about removing the uncertainty and overwhelm from creating their retirement plan.
Our team is full of helpful, accessible, and supportive professionals who are ready and excited to help you reach the finish line in your journey to complete confidence.
In your first 30 days of Confident Retirement Roadmap, you'll have the opportunity to analyze your current and future situation, identify tax reduction strategies that will work for you, determine where you should be saving your money, and implement many of the strategies and tools in this course.
During this time, if you aren't completely satisfied, just reach out to Diane at [email protected], and we'll refund your investment.
Here’s what you’re getting when you enroll today:
Confident Retirement Roadmap - $2,500 Value
- Bonus Video Vault - A collection of additional videos that dive deeper into a variety of financial topics that will help you explore and understand these subjects more fully. ($500 Value)
- Private Members-only Facebook Group - Join our community of like-minded members to support one another, have access to our advisors and CPA, and celebrate your successes. ($300 Value)
- Weekly Live Q&A inside the Private Facebook Group - ($1000 Value)
Total Value: $4,300
When you add it all up, that’s a value of $4,300.
But when you enroll today, you’ll get access to everything for just:
Pay Monthly
10 Monthly Payments of
$97
OR
Pay Upfront
1 Payment of
$897
Frequently Asked Questions
Questions our top students asked before enrolling in Confident Retirement Roadmap
Based on our experience working with hundreds of people, we know the power that this course has. This is the only course of its kind; and although there are many good advisors, a lot of them don't take the time to educate and plan wholistically with their clients.
If you were to hire a traditional financial advisor, the average fee for creating a financial plan is about $1,500. With the education, access to the Facebook community, bonuses, access to advisors, certified financial planners, and CPAs, the value of this course would far exceed working with one financial advisor or investment company. And the peace of mind you'll feel is the best return on investment you can get.
The great thing about this course is that you can implement the changes you identify with any advisor you choose.
The unique advantage of our course is that we've simplified the retirement planning process. This proven system is laid out step-by-step, and we'll walk you through the implementation of what you learn.
We've made sure that our course videos use easy-to-understand language, and there are lots of examples to really help with the comprehension and application of the information.
If you still need help, let us know in our private Facebook group, and we'd be happy to give you any additional support you need!
Immediately after you purchase the course, you'll receive an email with details to log in. And, you'll have lifetime access to the course so you can refer back at any time.
We'll also regularly update videos and information as tax laws, policies, and the economy change.
If you don't get what you expected out of the course, we offer a 30 day money back guarantee. Just reach out to Diane at [email protected], show us that you did the work in the first 2 modules, and we'll refund your investment.
Yep! See below for a breakdown of everything you'll get today.
Here’s what you’re getting when you enroll today:
Confident Retirement Roadmap - $2,500 Value
- Bonus Video Vault - A collection of additional videos that dive deeper into a variety of financial topics that will help you explore and understand these subjects more fully. ($500 Value)
- Private Members-only Facebook Group - Join our community of like-minded members to support one another, have access to our advisors and CPA, and celebrate your successes. ($300 Value)
- Weekly Live Q&A inside the Private Facebook Group - ($1000 Value)
Total Value: $4,300
When you add it all up, that’s a value of $4,300.
But when you enroll today, you’ll get access to everything for just:
Pay Monthly
10 Monthly Payments of
$97
OR
Pay Upfront
1 Payment of
$897
VIP Package
If you want additional support in your planning journey, here's what you'll get in the VIP package:
- Confident Retirement Roadmap and all bonuses included above. ($4,300 Value)
- Personalized financial plan. ($1000 Value)
- Personalized Current and Future Tax Analysis. ($500 Value)
- Personalized Social Security Timing Analysis. ($250 Value)
- A Personal Portal in MoneyGuidePro®, a comprehensive retirement planning software. ($100/yr Value)
- 2 one-hour consultations with one of our financial advisors. You can also choose to have one of these consultations with our CPA. ($500 Value)
Total Value: $6,650
The VIP Package is a total value of $6,650.
But we want to make it affordable for you.
Purchase the VIP Package for
$1,496
And, you won't pay for the consultations until you schedule them.
Confident Retirement Roadmap is PERFECT for you if…
- You're just starting out with planning for retirement and want to do it right.
- You've already started planning, but you're feeling unsure, confused, or overwhelmed.
- You're willing to put in the work to achieve incredible results.
- You're willing to follow a proven, step-by-step guide.
- You want to understand the financial lingo and how everything works so you can make informed decisions.
- You're excited to implement strategies to maximize your income and minimize taxation and inefficiency.
- You're ready to take action and finally feel confident about your retirement.
If you said “yes” to at least 5 of the above, I can’t wait to meet you inside Confident Retirement Roadmap.
Here’s what you’re getting when you enroll today:
Confident Retirement Roadmap - $2,500 Value
- Bonus Video Vault - A collection of additional videos that dive deeper into a variety of financial topics that will help you explore and understand these subjects more fully. ($500 Value)
- Private Members-only Facebook Group - Join our community of like-minded members to support one another, have access to our advisors and CPA, and celebrate your successes. ($300 Value)
- Weekly Live Q&A inside the Private Facebook Group - ($1000 Value)
Total Value: $4,300
When you add it all up, that’s a value of $4,300.
But when you enroll today, you’ll get access to everything for just:
Payment Monthly
10 Monthly Payments of
$97
OR
Payment Upfront
1 Payment of
$897
VIP Package
If you want additional support in your planning journey, here's what you'll get in the VIP package:
- Confident Retirement Roadmap and all bonuses included above. ($4,300 Value)
- Personalized financial plan. ($1000 Value)
- Personalized Current and Future Tax Analysis. ($500 Value)
- Personalized Social Security Timing Analysis. ($250 Value)
- A Personal Portal in MoneyGuidePro®, a comprehensive retirement planning software. ($100/yr Value)
- 2 one-hour consultations with one of our financial advisors. You can also choose to have one of these consultations with our CPA. ($500 Value)
Total Value: $6,650
The VIP Package is a total value of $6,650.
But we want to make it affordable for you.
Purchase the VIP Package for
$1,496
And, you won't pay for the consultations until you schedule them.
