My SET For Life Solution™ helps families take control of their financial lives by delivering time tested, proven strategies that ensures a family’s money will be there when they need it, and that they will grow more financially secure every single day – without taking unnecessary risks.

My SET For Life Solution will put you in complete control of your financial future and give you certainty and peace of mind. My SET for Life solution includes:

• My SET for Life Discovery Analysis – a fact-finding session designed to take a snapshot of where you are currently at, where you want to be, and how to get you on the right path to becoming financial SET for Life without taking unnecessary risks.

• My Financial Bucket Analyzer – an in-depth income and cash flow analysis to optimize your spending bucket, your savings bucket and your investing bucket; and strategize any opportunities that can improve your overall financial picture.

• My Financial Dreams – mapping out all of your dreams in life and the best path to take to ‘realistically’ achieve those dreams without having to take unnecessary risks.

My One Page SET for Life plan – architecting your entire financial life down on a simple one-page plan that maps out the rest of your life and provides you with confidence and certainty of how you will achieve your long-term goals.