A Bucket List is life’s ultimate “to-do” list, a record of dreams and aspirations that stretch beyond the humdrum of routine and add fullness to your existence.
Your Bucket List can include simple activities that you consider important like spending more time with family or exciting adventures like climbing a mountain. Whatever you include, it’s all up to you and the sky is the limit!
We use a step-by-step planning process to help you develop your Bucket List Plan.
- Step 1: During your initial evaluation session, we will introduce you to The Bucket List Program®. After you have completed our unique Score Card, you will have a clearer picture of how you wish to proceed in collaborating with us in the design and implementation of your Bucket List.
- Step 2: In a free 90-minute starter session, we’ll work with you to clarify and help you set specific goals with regards to your Bucket List. We review your Bucket List Scorecard and help you prioritize your Bucket List items.
- Step 3: Next, we create a summary of our observations and make initial recommendations in order to structure your overall finances in such a way to provide you with more disposable income and more cash flow.
- Step 4: Our coaching sessions are designed to provide ongoing reviews and adjustments to ensure your progress. We meet with you regularly to review your changing needs and circumstances and take action accordingly. This will give us the opportunity to continue to understand your own priorities to ensure that our recommendations are tailor-made for your specific needs.