Book A Free Discovery Call

This is a 10-minute session to discuss your needs before booking a consultation or coaching session.

Via Zoom

Consultation Services

From Security to Significance: Plan with Purpose, Live with Legacy

Each of our one-on-one consultation experiences is thoughtfully designed to guide you beyond just numbers into a life of alignment, sustainability, and lasting impact. Whether you’re mapping your financial future, redefining retirement, or shaping your legacy, these sessions offer insight, strategy, and practical tools.

Life Insurance Advisory Session

USD $100 | JMD $16,000 (1 hour session)

Not a Sales Pitch, just a Smarter Conversation

Led by Ramoth Watson, a seasoned life insurance professional with over three decades of industry experience, our advisory session offers a safe, pressure-free environment to help you understand, evaluate, and align your life insurance coverage with your life stage and values.

This is not about products. It’s about clarity, confidence, and making informed decisions.

Why Schedule a Life Insurance Advisory Session?

  • ✅ You’re unsure if your current coverage is enough for your family’s future
  • ✅ You’re approaching retirement and need to adjust your insurance strategy
  • ✅ You’ve had major life changes (marriage, children, health, business, etc.)
  • ✅ You want to understand how insurance can support your legacy goals
  • ✅ You’re overwhelmed by options or unsure where to start

Who This Is For:

  • Individuals aged 40+ planning for retirement.
  • Families who want to protect their future.
  • Baby Boomers updating legacy plans.
  • Anyone seeking clarity on their life insurance decisions.

 What We’ll Cover in 1 hour:

  1. Review of your current life insurance situation (if applicable)
  2. Discussion of your personal values and financial priorities
  3. Explanation of life insurance types and functions (Term, Whole, Universal, etc.)
  4. Guidance on aligning coverage with your family, business, or legacy needs.

What You’ll Leave With:

  • A clearer understanding of your insurance options
  • A personalized checklist of the next steps
  • Confidence to make informed choices.
  • Peace of mind that your loved ones will be protected.

Align Your Personal Values with Your Financial Vision

USD $100 | JMD $16,000 (1 hour session)

Bridge the gap between your core values and your financial decisions. This session helps you create a vision for your life that is financially grounded and personally meaningful.

You’ll Receive:
✔ Personal Values Discovery Worksheet
✔ Financial Vision Mapping Guide
✔ Customized 1-Page Strategy Roadmap
✔ Recommended Resources for Clarity & Confidence

Plan for a Sustainable and Purpose-Filled Retirement

USD $150 | JMD $24,000 (90 minutes session)

Retirement is more than the end of work; it’s the beginning of what’s next. This session helps you design a retirement that supports well-being, contribution, and financial peace of mind.

You’ll Receive:
✔ Retirement Lifestyle Planning Template
✔ Sustainable Budget & Income Gap Analyzer
✔ Purpose-Focused Retirement Checklist
✔ Bonus Workbook: Living Well Beyond the pay cheque

Embrace Mentorship and Legacy as Life’s Highest Calling

USD $100 | JMD $16,000 (1 hour session)

This session helps you shape your life story into a meaningful legacy through mentorship, generosity, or generational planning. Ideal for those who want to make a lasting impact beyond material wealth.

You’ll Receive:
✔ Legacy Vision & Impact Statement Guide
✔ Mentorship Strategy Worksheet
✔ Generational Wealth & Wisdom Transfer Plan
✔ Legacy Reflection Journal Template

Booking & Session Details

📍 Session Type: Virtual (Zoom, etc.) or In-Person (St. Ann, Ja., by request)
💳 Payment: Due upon booking (via payment link or bank transfer)
📂 Delivery: All worksheets and guides sent digitally post-session
👥 Group Workshops & Organizational Packages: Available upon enquiry.

“Retirement, reinvention, life insurance evaluation, and legacy are not just financial moments; they’re life chapters. These sessions help you write them with intention.”

Ramoth Watson, Author | Life Insurance Educator | Legacy Coach

Other Services & Resources

Speaking & Workshops
Ramoth is available for:
  • Faith-based and community events
  • Retirement planning seminars
  • Motivational author talks and book clubs
  • Professional development and mentorship forums
Books & Resources
More Than Just a Payout

Discover how life insurance can create peace of mind, protect your loved ones, and be a powerful tool for opportunity and legacy.

Prime Time Living (Coming Soon)

A heartfelt and practical guide to navigating the second half of life with intention, health, passion, and purpose.

Stay tuned for the release date.

Contact Us

St. Mary, Jamaica
info@planforpurpose.com
Wed. & Fri. 9:30 am - 3:00 pm

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