The Retirement Confidence Formula
REPLAY
Transform Financial Uncertainty Into Retirement Confidence
Next Step
Schedule Your Retirement Clarity Consultation
YOU'VE TAKEN THE FIRST STEP TOWARD RETIREMENT CONFIDENCE
Thank you for attending our Retirement Confidence Formula webinar. As promised, I've reserved several consultation slots exclusively for webinar attendees like you.
These personalized sessions are designed to give you absolute clarity on your path to retirement confidence.
THIS CONSULTATION IS PERFECT FOR YOU IF:
✓ You're earning well but still uncertain if you're on track for retirement
✓ You want to optimize your investments to align with your specific goals
✓ You're juggling multiple financial priorities and need clear direction
✓ You're seeking tax-optimization strategies to keep more of what you earn
✓ You want to transform financial complexity into a simple, actionable plan
✓ You're ready to experience the peace of mind that comes from financial clarity
WHAT TO EXPECT IN YOUR CONSULTATION:
During Your 30-Minute Retirement Clarity Call, We'll:
✅ Review Your Current Financial Picture - Identify areas of strength and opportunity in your retirement strategy
✅ Clarify Your Retirement Vision - Discuss what retirement truly means for you and what you want your future to look like
✅ Outline Initial Action Steps - Determine the most impactful moves you can make right now to move toward retirement confidence
✅ Explore How We Work Together - Learn if our approach might be the right fit for your retirement journey
Oz and Joanne See Their Hard Work Come to Fruition
When Oz and Joanne first connected with Jeran, they had already spent several years working with a financial advisor, yet still felt uncertain about their long-term financial future — especially as they looked toward retirement.
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During their initial meeting with Jeran, the connection was immediate. He took the time to understand their unique situation, history, and hopes for the future. Although they had been diligent with their finances, Oz and Joanne were still looking for clear, personalized guidance to help them confidently transition into retirement.
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Working closely with Jeran, they created a strategic retirement plan that aligned with their values and long-term goals. Over time, this plan gave them the clarity and reassurance they needed — replacing uncertainty with a sense of purpose and direction.
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Now, in retirement, Oz and Joanne are experiencing the full reward of their hard work. Retirement is no longer a looming unknown; instead, it’s a chapter they’ve stepped into with confidence. With thoughtful planning and the right support, they’ve seen their efforts come to life — and are living the retirement they envisioned.
SELECT A DATE AND TIME THAT WORKS FOR YOU:
WHAT HAPPENS AFTER YOU BOOK:
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You'll receive an immediate confirmation email with Zoom details
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You'll get a brief pre-consultation questionnaire to help us make the most of our time together
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Our team will send a calendar invitation and a friendly reminder the day before
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We'll meet via Zoom for your personalized Retirement Clarity Consultation
THESE EXCLUSIVE SLOTS FILL QUICKLY
Don't miss this opportunity to gain the clarity and confidence you deserve about your financial future.
Becky and Steve Find Focus in a Complex Landscape
Despite thriving careers and good incomes, Becky and Steve felt overwhelmed by the growing complexity of their finances.
Their consultation with Jeran brought clarity. Together, they created a roadmap that prioritized what mattered most — from managing stock options to tackling debt.
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Now, Becky and Steve feel focused and empowered, moving forward with a renewed sense of direction.
Sean Turns Skepticism into Confidence
Sean approached his consultation with hesitation, unsure what to expect. But the meeting didn’t follow the usual script.
Instead of a sales pitch, he left with real, actionable steps tailored to his goals — and a fresh sense of possibility.
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That unexpected experience shifted everything. Now, with a clear path ahead, Sean is making financial decisions with new confidence and clarity.
STILL HAVE QUESTIONS?
Contact us directly at:
Email: support@centeredfinancial.com
Phone: (760) 542-2354
Your financial peace of mind is just one conversation away.
