In gratitude for the many gifts of being in the sangat and to help support our collective mission of service, dharma and sharing through prosperity, I'm offering free prosperity planning services to the sangat.
This is an opportunity to work on your finances, make plans to get out of debt, build savings and have more wealth to share and build your community.
How this works:
1. Download and fill out the financial planning worksheet (below) with your basic information (income, expenses, assets and debt). If you are unsure of any information just fill in what you know and what is applicable to your goals. Write down any questions you may have for the meeting. Email or fax this form to me at email@example.com or 888-624-4131 (this goes directly to my email). All information is held in strict confidentiality.
Download the Financial Planning Worksheet - click here for pdf and here for excel
2. Schedule an appointment by using the link below. Appointments are via phone and can be done from any location in the world. Make sure to update the time zone at the bottom of the page to get the correct time for your area. For those in Espanola, I have reserved face-to-face meetings on Thursday and Sunday afternoons after langar, so please contact me about those times. If you don't see a time that works for you simply send an email to me asking about alternate times. Each meeting takes about 30 minutes.
3. At the meeting: We'll talk about the goals you would like to achieve, where you are now and develop a plan for how to get there. Some of these goals may be:
Buying a house or setting aside money for a project
Retirement or legacy goals and estate planning.
Or anything else you may be facing.
I also help small businesses with financial goals.
You don’t have to have a lot of money! This process works with everyone to make the most of what you have and develop plans to bring in more! Everyone is welcome to participate in this process.
You don’t need to know anything about investing to participate and grow your prosperity. It is my prayer to help everyone in our sangat so that each person has solid finances and a base from which to grow more and our overall sangat prosperity grows.