FREE MASTERCLASS
The Retirement Confidence Formula
3 Critical Shifts That Turn Financial Uncertainty Into a Clear Path to Freedom
Join CERTIFIED FINANCIAL PLANNER®, Jeran Van Alfen, for this
FREE 60-Minute Masterclass
Reserve Your Spot: Wednesday, May 7th, 2025 at 10:00 AM PST
ARE YOU MAKING THESE COSTLY RETIREMENT PLANNING MISTAKES?
✓ Blindly maxing out retirement accounts while still feeling uncertain about your future
✓ Juggling multiple financial priorities with no clear strategy for which matters most
✓ Following generic "rules of thumb" that don't account for your unique situation
✓ Feeling trapped between enjoying today and securing tomorrow
✓ Wondering if all your hard work will actually translate to retirement confidence
If even ONE of these resonates with you...
You're not alone. The traditional retirement planning approach is leaving successful professionals like you stressed, confused, and uncertain—despite your best efforts.
What You'll Discover in This Free Masterclass:
🧠 How to Release Financial Overwhelm - Transform scattered accounts and unclear investments into a coherent, purposeful structure that eliminates confusion
🎯 A Clear Retirement Vision - Learn how to quantify your retirement needs and establish meaningful milestones that give you true confidence about your future
💰 The Optimal Financial Balance - Discover the perfect equilibrium between cash reserves, investment growth, and debt reduction tailored to your life stage
📈 Growth Strategies That Work - Access investment approaches that accelerate your path to retirement while preserving your wealth through tax-efficient methods
✅ The Implementation Roadmap - Leave with actionable steps to transform your financial strategy into reality with ongoing guidance through life's transitions
About Your Host:
Jeran Van Alfen, CFP® is the founder of Centered Financial, A Registered Investment Adviser, where he's helped hundreds of successful professionals create harmony between their finances and life vision.
With over 20 years of experience in financial services and first-hand experience navigating through multiple global financial crises, Jeran developed the Retirement Confidence Formula after witnessing how traditional financial planning was leaving even high-earners stressed and uncertain. This revolutionary approach brings both clarity and confidence to retirement planning.
As a CERTIFIED FINANCIAL PLANNER® professional who acts as a fiduciary, Jeran always works in the best interest of his clients. His clients feel peace of mind about their financial future because they have a clear, personalized roadmap that evolves as their lives do.
WHO THIS MASTERCLASS IS FOR:
👨💼 Professionals in their peak earning years juggling multiple financial priorities
🏁 Those approaching retirement who want to know if they're truly on track
🌅 Recent retirees wanting to optimize their withdrawal strategy
💸 Anyone feeling that despite good income, their financial future remains uncertain
🧩 Those tired of generic financial advice that doesn't account for their unique situation
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.
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.
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.
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.
Christy Gains Clarity Through a Fresh Perspective
Christy came to her consultation well-prepared, confident in the financial groundwork she had already laid. Still, she was curious about what more she could do.
During that first meeting, Jeran introduced new opportunities Christy hadn’t considered — insights that deepened her understanding and refined her strategy.
What began as a single conversation grew into an ongoing relationship rooted in trust. With expert support, Christy is now building on her strong foundation and moving forward with greater clarity.
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.
That unexpected experience shifted everything. Now, with a clear path ahead, Sean is making financial decisions with new confidence and clarity.