Begin Planning Your Financial Future with MyBlocks!

DYI Retirement planning My Block

Planning your financial future is like planning a journey – so you can end-up at a destination you’ll like – doesn’t have to feel like work. In fact, it can be fun! But, you don’t want to be like he Griswalds who travelled 2,000 miles to find Wally World closed.

Here’s an easy way to begin planning your financial future. Why MyBlocks?

Are you and your spouse on the same page? You might be surprised! Finding out can be fun. MyBlocks helps make a game out of it! Here’s how it works!

Whether your are planning your financial journey to retirement or are already retired, you and your spouse will find MyBlocks a fun way to begin your journey.

  1. Select the Retirement Bliss block and play the game individually (don’t share your answers just yet)
    When you’re both finished, you’llreceive a compatibility score. This score will help you work together towards your goals.
  2. Select “The Retirement Bliss Talk”, discuss the areas you disagree. Areas where you can
    come to an agreement will earn you more points.
  3. Next Steps. Keep talking and exploring. You now have a baseline of your expectations, concerns, and shared goals for retirement
  4. Now you’re ready to build a financial plan! Of course, I’m here to help. Just go to the “Getting Started” page!

Begin your financial journey today! It’s safe and secure – no need to enter sensitive information – and you’ll be on your way! Enjoy!

Interested in becoming an IFG client?  Why play phone tag?  Schedule your 15-minute introductory phone call!

Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

Schedule Your
20-Minute “Right Fit” Introductory Call Now!

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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.

Schedule Your 20-Minute
“Right Fit” Introductory Call Now!