Live Financial Strategy Session
Begin the New Year Strong — Checking All the Boxes for 2026
A simple, step-by-step strategy session to get your money organized before the new year.
Before 2026 sneaks up on you, let’s make sure your financial life is actually set up the way you meant to do last year. In this December Monthly Strategy Session, we’ll walk through the key “money boxes” you want checked—emergency fund, budget, life insurance, debt payoff plan, and automatic savings to retirement accounts—so you can start the new year with confidence instead of chaos.
WHEN
Sat. Dec. 13, 2025
TIME
10:30am Central Time / 8:30am Pacific Time
COST
FREE TO REGISTER AND ATTEND
December Monthly Strategy Session Checking All the Boxes for 2026—packed into one 90-minute workshop.
Ready to Check All Your Boxes for 2026?
Don’t let another year slip by with the same unresolved money worries. Join us for this December Strategy Session and walk into 2026 with a clear game plan. Seats are limited so we can keep the session interactive—grab your spot now.
Do you have a step-by-step strategy for turning your savings into steady, lifelong income?
Not sure which financial “boxes” you should be checking before the new year? In this focused, 90-minute workshop, Checking All the Boxes for 2026, we’ll walk through a practical money checklist—emergency fund, simple budget, right-sized life insurance, a clear debt payoff plan, and automatic savings into retirement accounts. You’ll see how to prioritize what to do first (and what can wait), and how to put as much of your plan on autopilot as possible. You’ll leave with a one-page 2026 checklist, a clear snapshot of where you stand, and simple next steps you can start on immediately.
Emergency Fund Checkup
Make sure you’ve got the right amount set aside (and in the right place) so surprise expenses don’t wreck your 2026 plans.
Budget That Actually Works
Learn a simple, realistic way to track money in and money out so you can see where your dollars are going and plug the leaks.
Life Insurance Review
Quickly assess if your coverage is the right type and amount to protect your family—and what to fix if it’s not.
Debt Payoff Game Plan
Organize all your balances, choose a payoff method (snowball or avalanche), and map out which debts to tackle first.
Automatic Savings & Retirement Drafts
Set up smart auto-transfers so saving for retirement, emergencies, and big goals happens automatically in the background.
What to Do First When You Can’t Do It All
Get a clear priority order for 2026 so you know exactly which “box” to check first, second, and third based on your situation.
FAQs
What is the Live Financial Strategy Session?
Our Live Financial Strategy Session is an interactive online event designed to help you get on track financially. We’ll introduce you to our Financial GPS Approach, which combines defensive and offensive strategies to protect, grow, and automate your wealth into retirement.
How long is the session?
The session lasts approximately 90 minutes, including time for Q&A where you can get personalized guidance from our experts.
Who should attend this session?
This session is perfect for:
-
Individuals and families who want to start 2026 more organized and less stressed about money
-
Anyone who has debt, inconsistent savings, or outdated insurance and wants to clean things up
-
Busy professionals who don’t have time for a big overhaul, but can handle a clear checklist and simple next steps
-
People who feel like they’ve been “winging it” and want a grown-up financial game plan for the new year
What will I learn in this session?
By the end of this session, you’ll have:
-
A 2026 Money Checklist you can keep and refer back to
-
Clarity on where you stand with your emergency fund, budget, life insurance, debt, and retirement savings
-
A simple action plan for the next 90 days so you’re not just “thinking about it”
-
Confidence that you’re not overlooking key areas that could trip you up later
-
The option to request a one-on-one follow-up if you want personalized help putting everything in place