Design the life you're retiring to with an experienced eye on the plan.

MasterPlan Guided gives you everything in the self-guided MasterPlan, plus Cindy's personal review of your answers, a 90 minute call to talk it through, and a follow-up recommendation document. This is the plan, with someone who's done this work for years helping you interpret it.

What's included: LifeWise Masterplan

  • Guided wizard across eight life areas

  • Clarity about the life you're designing

  • Your one page LifeWise Blueprint

  • Your personal Masterplan document

  • Taking the steps you've put off

  • Three action steps you can start on right away

  • Save and return anytime

Plus

  • Cindy's pre-review of your completed blueprint and masterplan

  • A 90 minute 1:1 call with Cindy to review your plan, refine your thinking, and bring in insights from others who've planned their own next chapter

  • A follow-up recommendation document based on the 1:1 call and your plan