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Financial Fitness

for Life

Financial Fitness for Life is a self-directed program that allows you to learn more about financial matters at your own pace, receive your own custom financial plan, and attain the tools to help you achieve your own life ambitions. Financial Fitness for Life can be the perfect answer for people not quite ready to work one-on-one with a financial advisor but are looking to learn more!

Where do you want your financial life to take you? What pathway are you on, and are you headed towards the right desired destination?

For people not quite ready to work one-on-one with a financial advisor, Financial Fitness for Life offers you another way to get on the right track to achieving your personal financial vision and life goals. We offer two experiences—two different levels of help—with understanding financial planning and investment principles and implementing your own personal plan for a lifetime of financial fitness.

There’s no reason that financial matters and money have to be mysterious or that you should have to wade through the abundant amount of misinformation out there on the internet. Get the facts from an award-winning, trusted source to become financially fit in your own life. Improve your financial knowledge, habits, and mindset while becoming more financially aware, savvy, and engaged by signing up now.

Option One

Clear Picture Pathway

Based on your financial history and goals, you will receive a customized financial plan and access to self-directed financial training tools.

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For only $25 per month ($300/yr), Clear Picture Pathway offers you complete access to the Financial Fitness for Life program. Based on your financial history and goals, you will receive a customized financial plan and access to self-directed financial training tools that will help keep you on your path. There are also quarterly webinars to answer your questions along the way. This is a $700 value offered as a service to you to help you become financially fit on your own terms while you are growing your wealth and heading toward your personal goals.

Sign Up
Option Two

Prime Clarity Pathway

Self-directed tools, custom plans, training, and webinars from the Clear Picture Pathway plus an additional two review sessions each year.

Learn More →

Prime Clarity Pathway, for only $40 per month ($480/yr), offers you all of the self-directed tools, custom plans, training, and webinars from the Clear Picture Pathway, plus an additional two online or in-person review sessions each year with a qualified financial advisor. This is an excellent way to receive timely and personalized feedback from a licensed professional with experience helping others achieve their life’s ambitions. Your advisor will review your plan in detail and provide you with actionable feedback about your situation.

Sign Up

Set Attainable Goals

Build an Action Plan

Receive Personalized Recommendations

Connect with Resources

Work Towards Financial Freedom

Take a quick video tour to learn how Financial Fitness for Life actually works!

Clear Picture Pathway

For only $25 per month ($300/yr), Clear Picture Pathway offers you complete access to the Financial Fitness for Life program. Based on your financial history and goals, you will receive a customized financial plan and access to self-directed financial training tools that will help keep you on your path. There are also quarterly webinars to answer your questions along the way. This is a $700 value offered as a service to you to help you become financially fit on your own terms while you are growing your wealth and heading toward your personal goals.

Prime Clarity Pathway

Prime Clarity Pathway, for only $40 per month ($480/yr), offers you all of the self-directed tools, custom plans, training, and webinars from the Clear Picture Pathway, plus an additional two online or in-person review sessions each year with a qualified financial advisor. This is an excellent way to receive timely and personalized feedback from a licensed professional with experience helping others achieve their life’s ambitions. Your advisor will review your plan in detail and provide you with actionable feedback about your situation.

Financial Fitness for Life Registration

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Confidence and communication are key to success during periods of volatility.

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Portfolio Payday™

Redefine the way your cash flows, making it possible to build your savings for emergencies and retirement more quickly.

Available in Podcast and Video form!

Join Jason Noble and Andy Merchant for 20-minute conversations specifically designed to help you understand what’s happening in the world of finance.

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Jason Noble and his team help people who are already retired, business owners, and people who want to retire early.

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