The Life Plan
Click here for a Free copy of The Life Plan.
Welcome to The Life Plan, a step-by-step guide to Peace of Mind. As a Radio Show Host and Consumer Advocate, it’s my job to look for solutions and share everything I know. Our financial lives are very complicated these days. It took me over 3 years to personally complete each aspect of The Life Plan. Of course, I didn’t know what I was doing, but I knew I wanted to get my financial life in order, protect my family, and do everything possible to clear my head so I could focus on my true passion – helping people. With The Life Plan, it will only take you a few months to complete what took me a few years. The Life Plan tells you what to do, when to do it and whom to call for help along the way. Most people believe financial security will bring them Peace of Mind. However, many who achieve financial security find there is more to it than that. The Life Plan will help you achieve financial security, which will either provide you with Peace of Mind or give you the opportunity to focus on what will.
Step 1 – Open your eyes
Take a close look at your income and expenses.
Contact: Dan Osgood – 1.888.710.4911 – Dan@mrcredit.org
Step 2 – Pay yourself first…
Prioritize your disposable income.
Contact: Dan Osgood – 1.888.710.4911 – Dan@mrcredit.org
Step 3 – Put it in writing
Execute a complete Estate plan.
Contact: Jarod Cauzza – 619.238.1712 – Jarod@mrcredit.org
Step 4 – Protect what’s yours…
Build a force field around your assets.
Contact: Craig Gussin – 858.546.4101 – Craig@mrcredit.org
Step 5 – Minimize your dues…
Design an effective Tax strategy.
Contact: Steve Nartker – 858.675.1533 – Steve@mrcredit.org
Step 6 – Delete your debt…
Define the quickest path to being debt-free.
Contacts:
Bankruptcy, Thom Hipke – 800.997.1235 – Thom@mrcredit.org
Tax Debts, Jeffrey Kahn – 866.494.6829 – Jeff@mrcredit.org
Credit Counseling, Chase Peckham – 888.686.4040 – Chase@mrcredit.org
Mortgage loans, Jon Jerotz – 760.522.2298 – Jon@mrcredit.org
Student Loans, Brian Blackburn – 877.927.6864 – Brian@mrcredit.org
Step 7 – Play the Game…
Create good credit scores for the entire family.
Contact: Mike Watson – 619.734.9454 – Mike@mrcredit.org
Step 8 – Own a Piece of the Pie…
Develop a Real Estate strategy.
Contact: Derrick Evens, Mr. Credit – 619.786.7853 – email@mrcredit.org
Step 9 – Physical Well-being…
Take control of your physical health.
Contact: Dr. Brian Austin – 858.324.4767 – DrBrian@mrcredit.org
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