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LIFE INSURANCE TOOLS

How long do you need life insurance?

How Long Do You Need Your Life Insurance? You are thinking "till I die", but that might not be true. If you can save and invest, you may not need it some day.   Meet Amanda Kremer, our Life Insurance Specialist. Amanda is eager to...

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How much Life Insurance Do You need

Life Insurance Needs Calculator There are MUCH more complex calculators out there. The problem is, the smallest change in any of a dozen factors changes the answer drastically. This calculator, on the other hand, tries to very simply come...

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FINANCIAL SOLUTION TOOLS

Impact Of A Disability Tool

If you haven't thought about being disabled, perhaps you should. This is just a few simple questions to guide you along the way. When you want a little more information, call to set an appointment with one of our planners, or attend a workshop, or both!   “Life...

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Life Goals and Needs Planning Tool

This should give you a great idea where you are and where you need to be. Check it out, but it's only the start. Let us help you get the safely. Make an appointment with one of our planners, or attend a workshop, or both! “Life Financial Road Trip Planning - Either...

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Social Security Planning Tool

It may seem like a no brainer, but it isn't. There are a lot of things to consider that can make a big difference to your long term finances. If you make a mistake, you have 12 months to "fix it", but after that, you're stuck with it for life. I think getting it right...

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COMMERCIAL & BUSINESS TOOLS

Business Planning – How To Choose Your Actions

OK, if you've done a good job so far, this is where business planning meets action. It's time to launch! 20% of your work will give you 80% of your results so due the right 20%! Look at your first year goals and for each one, define the actions that will need to be...

Business Planning – How To Write Your Goals

Big, small, long-term, urgent. For each Broad Attack Category, first answer, "What absolutely must happen this year?"  Then, for each B.A.C. ask yourself, "What is halfway between here, and the 5 year dream?" Now you have the 3 year goals. Take the time to clearly...

Business Planning -How To Choose Your Broad Attack Categories

You’ll need to divide what you do up a little so you can get the help you need. People usually like and excel in certain areas so divide your business goals up. Use broad areas that go together like: Financials, Sales, Manufacturing, Team Building… Return To Business...

Business Planning – Write Your 5 Years From Now Dream

It's good to dream and 5 years gives you some time. What would awesome look like? - Look at S.W.O.T. and then imagine 5 years from now but don't settle for anything short of awesome. Think In Terms Like - Win! and Champions! and Super!  Those words aren't the words of...

Business Planning – S.W.O.T. Plus Analysis

It really is worth it, but you need to keep it real. Strengths – What are our 3 biggest strengths? Weakness – What are our 3 biggest weaknesses? Opportunities – What are the 3 biggest opportunities we can succeed with in the next 6 months? Threats – What three things...

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