Determine your Independence Factor (# of days you could survive without working) Create the perfect vision for your future. The importance of a balanced life and how to identify your Life Zones. Create and prioritize “IMPACT-Goals” – financial objectives that are Inspiring, Measurable, Purposeful, Active, Controllable, and Time-specific. Take the Financial Satisfaction Quiz to see where you rate. Start your free online financial makeover account using the patent-pending website you're on right now! Eliminate limiting beliefs: “If your life can get worse as a result of your actions, there’s no reason it can’t get better.” Use Archimede’s Principle—how small actions produce big rewards. You’ve got to implement, implement, implement. Study the thirteen elements that make up a financial success attitude. Take control of your net worth and cash flow. Take a quiz to determine if you are swimming, treading water, or sinking Analyze your expenses using the Expense X-Ray: look at each expense and determine if it supports your overall vision for your life. If you determine that you can’t fund both, you must choose to save for retirement over your children’s college education. Decide which of your expenses and goals are negotiable. Execute the Debt Demolition Program. Design an optimized spending pyramid that accounts for not only basic living expenses and debt repayment but also financial independence payments and even charitable contributions. Four things you can do Monday morning to increase your income. The way we currently invest is broken: It’s overwhelming, confusing, and complicated; there is no rationale for investments or allocation; and there is too much risk. Discover why your eight-year old is a better saver/investor than you are. Learn the unique and effective method of GO! Investing (Goal-Oriented). Create investment accounts for each of your goals. Discover your investment personality. Match your investment personality with the corresponding investment strategy. (Take the quiz to see if you are Hands-Off, Involved, or Consumed) Determine the initial time frame for each goal. Invest using the investment strategy that best matches your personality. Monitor your investment accounts. Determine your Independence Factor (# of days you could survive without working) Learn the secret to finding the best actively managed mutual funds. Create your Goal Tracker Binder—an easy way to see how close you are to reaching your goals each month. Follow step-by-step instructions to determine how much you need: Auto insurance Homeowner’s insurance Health insurance Disability insurance Life insurance The current cost of an average entire nursing home stay is $158,766. Consider when you should buy a long-term care policy. Learn the top ten excuses people use to avoid creating an estate plan. Learn which estate planning documents you need (the “essentials”) for your situation (e.g., kids, no kids, etc.) Learn how to protect your assets from lawsuits. Determine how much umbrella liability insurance is necessary. Take steps to protect yourself from identity theft. Four steps if you become an identity theft victim.