Thursday
- Attend Art Walk from 6-9pm (condo is one block from the main plaza where this event is held)

Friday
- 8:00am Breakfast at Ruba's Bakery & Bistro

- 10:00am Meeting to discuss your financial recommendations
- 12:00pm Enjoy the Rooftop Pool at Condo
- Dinner at Osteria 107 across the street from the condo or any of the other nearby restaurants
- Walk around and explore San Jose

Saturday
- Breakfast at French Riviera
- Uber to Veleros Beach Club or El Ganzo and hang out at their rooftop pool

Sunday (optional)
Walk to Reserve Beach Club at Vidanta - get there at 11am to ensure you get a good cabana with an ocean view (only requires 1,000 peso minimum food & beverage spend which is less than $60 US) - click here for their Instagram

YES, we actually recommend this so you don't have to wait until you can make it down to Cabo. Jenn will still plan to meet up with you so we can all cheers together on the rooftop :)

No, you don't have to make any changes if you don't want to. If you are interested in implementing any of the financial recommendations we just ask that be done through us. This does not cost you anything to do because we are paid by the financial companies that provide the indexed products.

In the financial world there are two facets, those that specialize in the speculative facet, and those who specialize in the fixed facet. Rarely do you find an advisor that specializes in both. These really are two very different worlds. Those that specialize in speculative investing pride themselves in selecting publicly traded companies to place money in with the hope the investment will render a higher return over time than more predictable fixed investments. This philosophy or approach works well until there is an unforeseen economic correction. There is risk in speculative investing that is fine as long as the person doing the investing has ample time to make up for market corrections.

Those that specialize in the fixed investment world of finance eliminate risk associated with speculative investing. The perceived disadvantage to those interested in implementing safe fixed investments over speculative investments is the fear of missing out on the upside potential of the stock market gains. This is a misconception.

We specialize in working with fixed equity index products that emulate the upside potential of the stock market, without the downside risk. This sector of the financial industry has only been around for 25 years. Merle was an innovator in this market. He has served on three large companies advisory boards creating and improving these products over the past 20 years. There are very few financial professionals that understand how to use these products to benefit the client as well as Merle does.

Everyone who is serious about growing and protecting their money should have a portion of their money in a few equity index contracts. Using the right product, and the right company is important. Designing the product correctly to optimize the money is even more important.

Merle is an expert in analyzing people’s current financial position to make sure what you want to happen with your money does happen. Your money manager also probably has never answered the 4 most important financial questions for you:
1) Do you know what rate of return you need to earn on the money you have today to be able to live in the future like you live today, adjusted for inflation, without running out of money before your life expectancy?

2) Do you know how much you need to be saving on a monthly or annual basis to make sure you will have enough in the future for you to live like you live today adjusted for inflation?

3) Do you know how long you will have to work doing what you are doing now before you will be able to live on what you have accumulated and your money last to your life expectancy?

4) Do you know how much you will have to reduce your standard of living during retirement the future to keep your money from running out before your life expectancy?

Yes! Many of our clients are retired and just focused on ensuring their money and retirement income is fully optimized and secure.

Yes! Jenn is a Co-Founder of the Rise & Thrive Club that offers many business building resources that will help you grow your earned and passive income. Selling your consulting packages, professional services, or group coaching program can help you grow your earned income. You can also sell digital products (courses, paid memberships, templates, etc.) to grow your passive income. All of your marketing, payments & product delivery can be done using the Rise & Thrive Funnels platform.