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***2006 - Fall Retreat***

Retreat Schedule & Cost (See Option 1 or 4) Couples or Individuals Weekend Cost $395 or Day cost $295
Until May 15, 2007

Come to the Retreat without the make the makeover?

Friday, June 8, 2007, 3pm. - through - Sunday, June 10, 2007, Noon.

Luxury Hotel Accommodations
(2-Night Stay/All meals included)
Entertainment/Mixer
Workshops (Money Management,  Investment Strategies)
One on One and Group Breakout Sessions
Personalized Financial Analyzes

Cost includes breakfast, lunch & dinner on Saturday and Sunday breakfast .

Upcoming Events

THE JOURNEY

two couples

Across this nation, on both national and local television shows, there have been numerous debt diets and makeovers segments. All of these segments suggest a reduction in the quality of life i.e. cutting credit cards, stop eating out, not shopping, cut off the cable and even selling your car. Rob’s approach is just the opposite, he encourages shopping, entertainment and enjoying cable while at the same time teaching masterful ways to manage money, eliminate debt and build wealth. 

FINANCIAL MAKEOVER SPECIAL

Come to the Retreat without the make the makeover?

Our financial makeover and retreat will do six major things with each participate in helping them to get back into the money game and remain there.

Create a game plan – establish monetary priorities by evaluating what is important to them. Look at long-term goals like education, and more immediate goals of eliminating debt and saving.

Get rid of debt – establish a debt reduction plan that quickly eliminates debt and create wealth.

Prepare for emergencies – look beyond just having six months of income for emergencies. Create a fund and invest in insurance products that can help them sustain after loss of income.

Plan for the future – create a retirement strategy that looks at the complete financial picture, and establishes a plan of action.

Find the support – financial success is much easier when a plan is created and followed with the support of a partner like spouses, financial advisors and sources of reliable information.

Work well together – divorce and relationships are always sticky with money issues. Communicating about money issues and goals allows couples to get more out of their plans.

This financial retreat will be held in June 2007. Rob Wilson will be doing individual financial analysis and creating a number of financial transformations
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