Planned For Life

Bringing method to fight the madness

Are you concerned about your retirement? Do you want to live a different, more enriched life with more freedom? Achieve your financial goals by learning money management skills. From now through the legacy you plan to leave, let’s build a financially stable future for YOU!

INVESTING IN VALUE

Get help to change your life

Do you really want to change your life? Let’s create your permanent value by providing financial, lifestyle, and mastermind services in an efficient, agile, custom, and proven way.

Enhance your financial health and achieve a better life today

After weighing your hopes and dreams, you will learn through Planned For Life how to spend, give, and live for a purpose, on purpose. By setting these new financial goals for success, you will gain a positive attitude towards money.

Spending and Saving

Do your wages support your life? What percentage of your money will you save? Do you know how to start and make money in your business? What would happen to your family if you died? How can you buy a house, pay medical bills, or take that dream vacation? I aim to help you decide how to spend and save time and money. So, you can live your best life.

Living with Purpose

Are you on the right path to achieving your goals? What do you value in your life? Seek help creating and implementing a financial game plan to achieve your financial goals. I will help you monitor your financial decisions and take the necessary steps to achieve your financial goals and life goals.

What Do You Do?

Do you hate when people ask you what you do at gatherings? Are you happy with your job? Your business? Your car? Your house? I will help you fulfill your dreams by being able to do what you do because you love it, not because you need it.

Debt Management

How do you choose which loan to pay first? Should you pay off your loan or should you save instead? Learn how to use debt wisely and how to use debt and investments to live for free. Debt can be the cancer or the cure; the difference is strategy.

OVER THE EDGE SOLUTIONS

Enhance liquidity, long-term profitability, and your future

Get an overview of your financial health. I keep in mind all the features that make money and develop ways in which wealth, savings, and investment can grow faster than inflation. It’s important to have a wide-angle view of your finances at all times and understand the costs and benefits of every decision you make.

Mindset coaching

Your relationship with money is partly the result of emotion, your past, family beliefs, and the place you are now. I help you understand where you're at, where you want to be, and how to get there.

Business coaching

Often people don’t know where to start, or what to do. I can help take that pressure away by coaching you through the process so you can bet on yourself.

Financial coaching

You learn the pillars of financial education (manage, save, invest), and you learn the basics of investing (acquiring and compounding, learning techniques, and modifying processes).

Life coaching

You will learn how to balance the important things in life and turn down the distractions. You will learn how to build more than wealth, but also the lifestyle you are after.

Life

Do you want to mend your financial situation?

At Planned for Life, I show you how you and your family can improve your quality of life now and when you retire.

I will help you better understand your relationship with money, make a difference in that relationship, and have more control over your finances and time.

As a financial trainer, my goal is to go deeper, limit loss, and fill your knowledge gaps so you can achieve sustainable gains.

HOW WE DO THE JOB

Our Financial Process

01. •Building a strategy

Generating a process map and creating a finance business process list.

02. Scale and evaluate

Monitor and analyze, evaluate your financial status, and create workflows.

03. Strategic plan implementation

Monitor progress, remove inefficiencies and make improvements.

04. Providing solutions

Financial process meeting the objectives and keeping on track.

Coming soon

My Book!