3P's to Financial Prosperity Course + Financial Roadmap

3P's to Financial Prosperity Course + Financial Roadmap
3P's to Financial Prosperity Course + Financial Roadmap

3P's to Financial Prosperity Course + Financial Roadmap

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Get the best of both the worlds and save money in the process. 

In the 3P's to Financial Prosperity Course you will: 

  • Organize your present financial life.

  • Gain clarity around your money history, beliefs, and behaviors. 

  • Set meaningful goals for financial freedom that are in alignment with your values.

In addition to receiving: 

  • Two consultations with a Certified Financial Planner™.
  • Video modules to guide you through the 3P's.
  • Over 30 financial articles, exercises, and templates to navigate you on your financial journey.
  • Access to a robust article library. 

Then you will use your new knowledge to create a personalized roadmap to financial freedom where you will be able to: 

  • Prioritize your goals: define your needs, wants and wishes in retirement and create a plan to make progress towards them.
  • Explore the possibilities of trade offs to help you get the retirement you want, such as spending less, saving more, retiring later or changing how you invest.
  • Test your plan for the unexpected, including a sudden market drop, health expense or cut to Social Security benefits.
  • Get on the path to financial freedom.

If you have any additional questions about the 3P's to Financial Prosperity Course, send an email here. For more information on the Financial Roadmap, please review the faq page or send an email.