Financial Wellness: The Quality Life Plan®
Most everyone wants to build wealth, get out of, and stay out of debt. Unfortunately, the expectations of today’s American-lifestyle typically lead to mounting personal debt followed by challenges to both health and relationships.
A desired quality of life may exist only as a public facade while, behind closed doors, many suffer deeply due to personal finances.
There are lots of financial wellness programs out there. However, I’ve never seen any that address the most critical factor for long-term financial success. In both good times and bad, it’s about how money, (in context of a monetary system), systemically extracts personal wealth over time.
The result? A diligent subscriber to this or that financial-wellness strategy still ends up with a proverbial “hole in their bucket” and never knows why their hard-earned lower or debt-free status is impossible to sustain.
For four intensive years I studied with a Registered Investment Advisor (RIA) to learn a new approach to personal finance. I studied:
- The history of money
- The way money functions in the context of a monetary system
- The additional set of necessary strategies needed to counterbalance financial factors seldom taught to traditional planners
Given the needed revision of traditional personal-finance concepts, those who “get it” learn to restructure their thinking about money and then apply new tactics to how they earn, spend, save and invest.
In 2007 I published the do-it-yourself workbook, The Quality Life Plan® 7 Steps to Uncommon Financial Security, and have had the privilege of successfully helping clients transition to a more comprehensive, holistic approach to personal finance for greater peace of mind and increased opportunity to build wealth.
Individual sessions with materials included. $75. hr.
Five 1-2 hour sessions with an assessment and customized plan. $1500.