In Section 1, we introduced the S.M.A.R.T. Money Framework and got you started on the 'S' by helping you identify your needs and goals. Now, in Section 2, we’ll dive into the 'M' (Money Framework Development) and 'A' (Asset Protection & Growth). We’ll explore the importance of a money framework and how it can guide your decisions in building a personal strategy that balances peace of mind with safe, productive growth. Use these introductory samplers to kickstart your journey toward financial security and lasting success.

• Money Framework Basics
  12m42s
• Protected Assets Sampler
  8m33s
• Life Insurance Sampler
  6m57s
• Long Term Care Sampler
  6m49s

Now that you’ve been introduced to the 'S', 'M', and 'A' of the S.M.A.R.T. Money Framework, it’s time to focus on the 'R'—Rollout and Implementation. Remember, knowledge is only powerful when it’s put into action. In this section, we’ll revisit some of the 'S' work at a deeper level, using worksheets designed to help you get practical with your goals and current financial status. These steps are essential for forming a solid, actionable plan that's ready to roll out. So, go ahead, download the worksheets, and start building your plan today!

• The Soil & The Seed: Balancing Today’s Needs with Tomorrow’s Wealth
• Creating your S.M.A.R.T. Money Financial Needs Analysis Snapshot