A personal, friendly conversation that helps you get to know a proven professional who truly cares and who will help you gain the confidence and peace of mind you need to take action.
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A personal review session that helps you develop a very clear picture of where you are in your life, identify your most important goals, and develop a compelling vision of your future.
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Together we develop strategies to address your challenges and take advantage of your best opportunities. We then choose the appropriate tools and team for achieving your goals.
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An open, seamless system of capabilities, services, expertise, and resources dedicated to implementing your plan as easily and effectively as possible. Our service is proactive, cooperative, simplified and inclusive.
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Provides a structured, 90 day review to confirm your progress and address any concerns and questions that may have arisen during the initial implementation of your plan.
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Regular progress and action review sessions to help you maintain your focus, take advantage of new opportunities, address major life changes, and update your plan as required.
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The Vision Confidence Program™ is designed to help you clarify your vision and gain greater confidence about your future. Created by Dan Casey, The Vision Confidence Program™ will help you work toward maintaining enough money, preserving and enhancing your independence, and achieving your goals.
Confusion and worry may cause some widows to put off making difficult, but vital decisions. As a result, many do not have a clear set of goals for the future or a plan in place to help them achieve their goals. If decisions are made, they may be made too quickly after the loss of their husband and may be based on emotion not on logic and their true needs.
In addition to confusion and worry widows may feel:
• Overwhelmed by their financial responsibilities and by all the options available to them.
• Confused about what is happening with their money, about the appropriateness of their investments, about how to ensure everyone is treated fairly when their estate is passed to their family and loved ones.
• Unprepared for unexpected health problems or the costs of long term nursing care.
• Alone in their decision making because of the conflicting advice they receive from advisors and family.
Because of these feelings and many other factors, widows may find they are constantly worried about their money and not able to enjoy life to the fullest. This is why we created The Vision Confidence Program™: it is designed to help you clarify your vision and gain greater confidence about your future.
The Vision Confidence Program™ is a step-by-step process divided into distinct phases. In phase one, you participate in a one-on-one Personal Vision Clarifier to assess your current situation and set goals. When you've completed the session, you'll be ready to participate in The Vision Confidence Program™. Working together in phase two, we help you develop strategies and a detailed plan. In phase three, we help you develop a team and implement your plan. You can also take advantage of The Vision Confidence Toolbox, our full suite of tools and capabilities.
"We developed this program working with our clients during the past twenty years," Casey says. "We help them understand their current situation and create a personal vision for their future. Then we look at the roadblocks standing in their way, develop strategies designed to overcome them, and review all of the available tools that can help them work toward achieving their vision."
The Vision Confidence Program™ is not for everyone. It is designed specifically for widowed women who want to take responsibility for making the most of their financial resources. You must be willing to spend the time necessary to get things done right. It is important that you appreciate simplicity and convenience, value other people’s experience and knowledge, and seek out long term relationships. Honesty, integrity, and a love of family and community are essential.
The focus of our program is to help you:
• Become more clear about your vision and build your confidence for the future;
• Develop a clear set of goals for the future and put a plan in place to help you achieve them;
• Gain greater control of your financial responsibilities and become better equipped to make proactive decisions based on logic and your true needs;
• Better understand all the options available to you;
• Decrease the amount of worry you have about money;
• More clearly understand what is happening with your money, and that your investments are helping you work toward your goals;
• Put in place an effective estate plan so you will know where your money will go when you die and that steps have been taken to ensure everyone is treated fairly;
• Be better prepared for long term nursing care costs and unexpected health problems;
• Have a trusted source of advice and become part of an active, supportive community, and;
• Enjoy life to the fullest.
• Most importantly, you will be working toward maintaining enough money, preserving and enhancing your independence, and achieving your goals.
For information about The Vision Confidence Program™ call (800) 716-2508
Click here to download a one page brochure of The Vision Confidence Program.
It's also perfect to pass onto family and friends.
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