It all starts with a plan...
Is there something holding you back from reaching your financial goals? Maybe you always meant to start planning for what comes next, but where do you start?
RETIREFIT is a two-day workshop focused on building your complete financial plan. With your goals in-mind, you’ll know where you’re going, when you’re going to get there, what you need to save, and feel confident about your success.
The average financial plan costs $2400 and can take weeks to compile, but with RETIREFIT, we build that plan in two workshops for a lot less so you can focus more on living your life.
WALK OUT WITH AN ACTUAL PLAN
Whether you've saved a little or you've saved a lot, you need a financial plan to get where you're going, and the tools to get there.
At the end of RETIREFIT, you'll leave with an actionable Financial Plan that help gets you on the road to financial success.
EACH PLAN INCLUDES
What’s your [why]
Finding and setting goals
Establish your risk tolerance
Access to Orion Planner
Estate and Legacy Planning
Health care planning
Personal Wealth Strategy
SAVE TIME AND MONEY
The average financial plan costs $2500 or more and can take hours and hours to put together.
We believe in going out there and living life. That's why we've developed a course than spans just two evenings and costs a fraction of a normal financial plan.
FINDING YOUR [WHY]
Each RETIREFIT course begins with an introduction to finding your [why]. Before we start talking about income strategies and Medicare, we need to establish who you want to be and what you want to accomplish in life - beyond money
Because we have a saying: Money will not make you happy, but the lack of money can certainly make you unhappy.
With RETIREFIT, we start with you. Your dreams. Your goals.