Download the FREE Net/Max Financial Plans
Net/Max takes your game up several notches. Instead of focusing on either paying debt or leveraging for assets, these uniquely tailored financial plans cover the full range of Financial Wellness. Your strategy should change at this stage of life.
Version updated annually to account for IRS contribution changes, etc.
Finding the right Financial Plan can change your life. Using the wrong one can hold you back. Not having a plan at all… Well, that’s like driving with no direction. Do yourself a favor, click, and download.
It’s Free. Considering that these plans can save you north of $10k per year while making you a millionaire, it’s an incredible bargain.
Big Hint – The titles are big and blue. Click on them and it will instantly download the associated financial plan.
Net/Max College Financial Plan
A great resource for college students to jump-start their professional post-graduate lifestyle. Don’t be confused about how to start. This is where it’s at.
Financial Literacy for college students is critical. It gives students the ability to properly make important decisions based on their finances. College is the first time that young adults are introduced to making daily financial decisions from the latte to groceries; they must be prepared. This guide provides that structure.
Tell your favorite teen and new college students ASAP. Here’s a resume resource just in case they (or you) need something like that too.
Net/Max Singles Financial Plan (With No Kids) Revised Ed.
The Original Net/Max Plan for Singles with No Kids. Great source to jump-start your wealth any year.
Financial literacy is critical because it equips us with the knowledge and skills we need to manage money effectively. It’s one thing that will impact almost every aspect of your life, yet many people do not have the knowledge they should.
This plan is an opportunity to be a millionaire in your lifetime (with or without a partner). After 20 years of labor, you can expect to retire with more than $1 Million in savings and investments.
Net/Max Parent+ Financial Plan Revised Ed.
Net/Max Parent+ Plan for single parents with kid(s). Works to have a plan and establish future goals.
The head of the household has to make sure your entire family’s needs are met. To do that, you need to be extremely diligent when it comes to money management basics. This is not something that will happen by accident. Instead, you must plan for it and work toward it.” The Balance, Jennifer Wolf
This financial plan helps secure your foundation today to help you make bolder moves for tomorrow.
The Net/Max Couple’s Financial Plan Revised Ed.
Coming together as a team to build a foundation and grow a legacy of good wealth. Financial Resources for Unmarried, Married, and Divorced Couples.
A couple’s financial literacy should include family financial planning, and creating a budget that works for you and not against you. It’s all about setting SMART goals that are in alignment with living a fulfilled life. The goal is to help people manage money, pay down debts, and invest in the future.
This Financial Plan offers the opportunity to be a multi-millionaire family while setting up generational wealth beyond your lifetime. It’s all about living a better life. Furthermore, the goal is to retire with more than enough to support both spouses for over 20 years.
Net/Max Financial Platinum Plan
This is for people 50+. Opportunity to save and accelerate debt paydowns.
The perfect time to plan and execute your lifelong dreams and aspirations. Additionally, this financial plan helps you bring in more money towards retirement while focusing on debt repayments quickly. There is no great time like the present to get your money together.
Net/Max Financial Plan for Federal Employees
Federal employment brings a ton of benefits that are mostly under-explained by your Human Resources department or over-explained on the OPM website.
All this is to say that it could be simplified. The main takeaway is that you either fall into the Civil Service Retirement System (CSRS) or the Federal Employee Retirement System (FERS) segment. The CSRS is for anyone who started before 1987. Unlike the CSRS aka super pension, the FERS relies heavily on your own financial choices. A Federal employee making more than $60k per year can comfortably retire as a multi-millionaires if they play the cards right. This financial plan offers those solutions.
High recommend that you take a peek at your annual FERS Benefits statements for all the details.
Don’t just take our word for it, check this out:
