FORECASTER PLANNING SESSION
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The Leverage Three-Step Meeting Process:
Simple, Powerful, and Personalized
Most people have no idea what their retirement will really look like until it’s too late to change it. The Leverage Forecaster Planning Session fixes that. It’s a quick, simple, and completely free process that helps you see exactly where you stand financially, how long your money will last, and what changes could make your future stronger, safer, and more rewarding. You’ll walk away with a clear plan—and a sense of peace— knowing what’s working, what’s not, and how to improve it.
1. Introduction Call (10 minutes)
We start with a quick, easy conversation about your goals—what’s working, what’s not, and what you want to accomplish. Our strategies aren’t for everyone, so this helps us see if we’re the right fit. Just a few key details, but the more details the better results we can offer.
Why This Step Matters:
The more detailed and accurate your input, the better the results we can help you produce. The better the details, the better the accuracy and results.
2. The Forecaster Session (Zoom. 30min)
Next, you’ll see exactly where your plan stands today, what your money’s projected to do, and where the most significant opportunities might be. We call this the "status quo". This is where everything starts to click.
Why This Step Matters:
The power of data. This step provides a data-driven foundation that eliminates guesswork and ensures that credible, actionable insights back your strategy.
3. Your Personalized Results Presentation (30min)
Finally, we walk you through your custom results—visuals, projections, and easy-to-understand, side-by-side visual comparisons that show what’s truly possible for your future. You’ll see clear options to protect your money, grow it safely, and build a plan that actually fits your goals.