Digging Deeper

When you have the option of leaving your job when you decide to…  to do what you want, when you want for the rest of your life, you’ll have achieved the ability to OPT-out. To do so, you’ll will need to be able to live off of the income generated from your savings and investments. 

If that sounds unattainable to you right now, that’s only because you don’t have the guidance needed to make it happen. Like everything else in life, it’s a choice.

You don’t have to live in debt, or paycheck to paycheck, or even work until you’re 105. You only need to have the desire to learn new skills, let go of some old ways of thinking, develop some new habits and have the discipline to get it done. And you don’t have to do it alone. 

During our OPT-out coaching sessions, you’ll discover how you want your life to play out. To do that, we’ll look closely at the relationships you have with money, work, and the people that support you. Then, we’ll work together to write the story that matches your vision. 

We'll dig into your numbers to create the data points we need. Completing this analysis will give you the unique opportunity to determine your exact OPT-out date… which will be entirely up to you. 

Then, we’ll build an OPT-out plan based on you, and give you the tools and guidance to execute it. Having these steps in place brings more clarity, peace of mind and the confidence of knowing that you’re in control of your future. And you won’t have to wait until you achieve OPT-out status to reap the benefits of this journey.

Your OPT-out plan will include gratifying milestones along the way. We’ll set short term savings goals to cover your expenses for a few months. Then you’ll see a few months of savings evolve into many months of saved security to cover you expenses regardless of your circumstances. 

As your momentum grows, you will find yourself empowered by the freedom of choice earned by your new found independence. You’ll find yourself in a position to change your job, career, where you live… anything you want or need to do in the service of reaching your goals. 

While going down the OPT-out path you’ll learn how to grow the money you’ve saved by maximizing the value of your portfolio. You’ll discover important investment concepts like compound interest, asset allocation, risk tolerance, retirement savings accounts and much more. And in your OPT-out coaching sessions, all of these concepts will become easy to pick up and implement. 

Stepping up to this challenge feels extremely rewarding. Building the knowledge and confidence to wisely and effectively invest your savings will pay literally with life-long and life-living dividends. And believe it or not, we’ll have some fun along the way. 

OPTing-out means stacking the cards in your favor… and not just financially. It’s about realizing the lifestyle you desire… to do what you want, when you want, on your own terms.