I Make Sure Families Have 
a Solid Financial Plan

Rich McCormack,CFP®

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1. Enroll in the School of Personal Finance

You can become great with money. It all starts with understanding your current situation and creating your financial plan.

Let me take you on a journey of financial education.

I will walk you through a step-by-step process to get organized, look at your entire financial picture, and develop a plan moving forward so you feel confident that you are making the best decisions. But it doesn't stop there. 

Whether it is learning the basics, getting out of debt, creating a budget, investing in the stock market, saving on taxes, investing in real estate, or protecting your family, I will help you get where you want to be. 

In addition to the pre-recorded courses, you can also join our live classes on all different topics or virtually stop in during office hours to ask me anything.

Lifetime Access 

Only $197 

Download the 10 Steps Workbook for Free

2. Power Session  

You and me, together discussing your financial life.

Let's get on zoom and talk about your goals, dreams, and worries. We will look at your current situation and talk strategy. Ask me all your questions.

Two Zoom Meetings and you walk away with a gameplan along with a printout of your financial statements and recommendations. Let's do it! 
 

Download a sample power session report

3. Ongoing 1:1 Financial Planning 

I'm your "guy". We are going to take this journey together.

Retainer type financial planning model. We will have a series of meetings to create your financial plan.

In addition, anything that life throws at you I am there when you need me. Once we complete your initial plan, quarterly scheduled meetings to track our progress and stay on top of your life goals.

Download a sample financial plan

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