We are aware that not everyone wants to meet with a planner, nor they do not want to spend the amount of money that a planner charges. We understand that not everyone has complex needs that require a full-time relationship with a planner. Some people would prefer to do the planning themselves but just need some direction for the next step. That’s why we offer the Video Coaching program. You can get information on parts of a plan, or a full plan itself, from the comfort of your couch.
Our videos are below, but watch the free Estate Planning video to the right to get a sample of what our videos are like. (Note, this video was intended to be a free video to everyone who purchased a video, but then I changed my mind, and wanted to give it to anyone who wanted it). Each video is between 20-35 minutes long and packed full of content. You’ll have permanent access to the video so you can watch it as many times as you’d like. If you have any questions about your situation after watching a video, contact Dave and you can work with him using either the Hourly or Comprehensive service model.
Learn the documents that you need to have in order to leave an organized Estate – for when that time comes. Anyone with children should watch this video to learn what documents they need and understand if they have them set-up correctly.
Net Worth, Cash Flow, Emergency Funds & Debt Management
The cornerstone of a financial plan are the things discussed in this video. Learn how to use a piece of software to design this part of your plan, but also understand why these things are so important.
Creating a Plan
Once you have the basic elements in place, take the next step and learn how to build a long-term plan. Understand how to use a free financial planning program to design your own financial plan.
Insurance – Home, Auto & Umbrella Liability
While home and auto insurance are standard policies that people hold, many people don’t understand them or know if they have enough. Learn the parts of each policy and understand if you have any holes in your coverage. Also learn what “umbrella” insurance is and why almost everyone should have it, yet most people dont.
Insurance – Life, Disability, Long-Term Care
Understand what goes into purchasing life and long-term insurance and determine what type of insurance is best for you. Learn about different types of disability insurance and why every teacher should hold some.
Not sure where to start when it comes to college savings? Learn how to start saving for college, what methods and accounts to use, and how to navigate the college aid process.
Investing and Retirement Planning
Discover different investment strategies, how to prepare a portfolio for retirement, and learn how a teacher should design a pension-sensitive portfolio.