Financial Security
✓ Those with a mortgage
✓ Those seeking financial security
✓ Goal oriented, results driven, optimistic and proactive
✓Willing to be coached & take advice
✓ Willing to pay for advice
Financial Freedom
✓ Those who have paid off their mortgage
✓ Those looking to level up
✓ Those seeking financial freedom
Retirement
✓ Retirement is on the horizon
✓ Those looking to achieve financial freedom in retirement