Free Review and Consultation!

Click on the image above to schedule a free, no obligation review and consultation…

The Free Review and Consultation is a three to four step process designed to provide you with enough information to determine whether our approach will be a good fit for you, or not (it can work for anyone but it’s certainly not for everyone!)… It begins with a brief 15 – 20 minute phone call. 

Initial call – To get acquainted and answer any immediate questions that you may have…

2nd call. Dreams, Goals and Financial Analysis Questionnaire – To discuss your specific dreams, goals and financial objectives and complete my confidential financial analysis questionnaire that covers basic Assets, Liabilities and Cash flow information…

3rd call. Personalized Solution Report – My team and I will take the info from our first two calls and create a personalized (Bank On Yourself) Solution. This call will include a web based online meeting to review the Personalized Solution documents on-screen…

4th call. Questions and Answers – The Q and A call is to discuss any questions you may have about your Personalized Solution after you’ve had a chance to digest it a bit…

Whether you choose to work with me or not, the free review and consultation will be enlightening, educational and provide a solid understanding about how The Bank On Yourself strategy works – and whether it might a good fit for you based on your specific circumstances…