Set For Life™ Discovery Analysis

Yes! I want my FREE Set For Life™
Financial Discovery Analysis!

Please contact me to schedule my Free Set For Life™ Financial Discovery Analysis so that I can
learn the following:

How I can rearrange my 3 financial buckets to maximize my savings
How I can create a stable financial pyramid so that my money is there when I need it to be – no matter what
How I can send all my children to college AND still become financially set for life – without taking unnecessary risks
Answers to many more questions I may have
... and much, much more

FREE Set For Life™ Financial Discovery Analysis Form

This information is 100% confidential (click here to read our Privacy Guarantee).
Ballpark numbers are fine.(note: * are required)

Parent's Information

* First Name * Last Name

Address

City State

Zip Code * Phone number

* Email Address
(We will email you details on your Free Set For Life™ Analysis)

What are your biggest financial concerns?
Please check all of the following that concern you:
Being able to comfortably afford to send my children to college
Being able to comfortably afford to retire
The stock market / real estate market not performing well
Not saving as much as I feel I should be saving
Spending too much money on servicing debt each month
Worried that I'll eventually outlive my money

Are you currently systematically saving money each month?
Yes No

If so, please list 'where' you are saving (ie. 401k, savings account)
and 'monthly amount' here:

* What is your approximate annual total household income?
Please pick from one of the ranges listed below:

$0 - $50,000
$50,000 - $100,000
$100,000 - $150,000
$150,000 - $200,000
$200,000 - $250,000
$250,000 +

What is the approximate value of any non-retirement assets you and your children
own (cash, savings, mutual funds, stocks, CDs, etc… Do not include 401k plans or IRAs).
Please pick from one of the ranges listed below:

$0 - $50,000
$50,000 - $100,000
$100,000 - $150,000
$150,000 - $200,000
$200,000 - $250,000
$250,000 +

* Do you own your own home? Yes No

* What is the approximate value of your home?

* What is your approximate mortgage balance?

* Please Select Time Zone You Reside In
(note: * are required)

Pacific

Mountain

Central

Eastern

(Note: By clicking the “Yes! I want my FREE Set For Life™ Discovery Analysis” button, you authorize College Planning Network, LLC (“CPN”) and/or one of our authorized advisors to contact you to schedule your Free Set For Life™ Financial Discovery Analysis. CPN will treat the personal information you submit as confidential and will not share, disclose or otherwise disseminate the information to anyone outside of its internal representatives or authorized advisors except as necessary for CPN to process your request or as required by law).

College Planning Network, LLC. is a proud member of The Better Business Bureau (BBB), The National Association of College Funding Advisors (NACFA), The National Association for College Admissions Counseling (NACAC), The Student Affairs Administrators in Higher Education (NASPA) and The National Ethics Bureau.

College Planning Network, LLC (CPN) is not an SEC Registered Investment Advisor. CPN does not provide securities investment advice or advice regarding investing in, purchasing, or selling of securities. CPN does not provide legal or tax advice. Licensed professionals should be consulted with regard to the provision of these services.