Your Retirement Roadmap Starts Here
Are you worried if you are on track for a long and peaceful retirement?
Secure Your Retirement Before It’s Too Late
Are you prepared for financial challenges in retirement?
Worrying about running out of money
Confusion over complicated retirement plans
Lack of a concrete financial roadmap
Fear of unexpected healthcare costs
Doubt about your retirement lifestyle
Stress from managing your investments alone
Uncertainty about Social Security benefits
Pressure from financial markets and economy
I help you answer these questions, and others, by working together to create Your Retirement Roadmap.
The roadmap is ideal for couples nearing retirement (age 50+) who want an objective second opinion and expert financial guide.
Your Retirement Roadmap Includes
Retirement Projection - Will we run out of money during retirement?
Investment Analysis - How can our investments be optimized to reduce fees and meet our goals?
Tax Planning Opportunities – How can we reduce taxes now and throughout retirement?
Retirement Paycheck – How will we replace our paycheck with social security, pensions, and investments?
Personal Action Plan – 10+ specific actions to organize your finances.
Scott Grissom, PhD, CFP©
Founder and Money Mentor
Enjoy a Worry-Free Retirement
With a custom Retirement Roadmap, you will feel confident in your financial future, knowing exactly how to achieve your dreams.
Get a retirement action plan tailored to your unique goals.
Experience peace of mind knowing you are not paying ongoing fees for expert advice.
Benefit from personalized guidance that has helped other couples retire successfully.
Gain clarity and confidence in your financial strategy, making retirement easier than ever.
A Simple 3-Step Plan to Secure Your Retirement
Prepare for the future with expert guidance tailored for couples getting close to retirement.
Schedule Your Intro Call
Connect with me for an initial consultation. I will listen to your concerns, answer your questions, and share my successful approach to retirement planning. We then decide if it will be beneficial to work together.
Build Your Retirement Roadmap
I will analyze your current financial situation and provide a retirement plan with specific actions designed to ensure you will not run out of money.
Take Confident Steps Toward Financial Security
Follow the clear steps in your plan and relax knowing you have the guidance needed to make informed financial decisions.
Avoid These 7 Mistakes as You Approach Retirement
Download a FREE guide on common pitfalls to avoid as you plan for retirement including taxes, healthcare costs, social security start date, and investment strategies.
As a money mentor, I help you develop a retirement plan to achieve your life goals.
How I help others like you
As your money mentor, I help you answer three questions. 1) Where are you now? 2) Where do you want to go? 3) How can you get there?
We co-develop a custom financial plan around your specific needs and goals. Are you on track for retirement? Do you understand your investments? Do you have effective financial habits leading to your success? Are your loved ones protected if you were to die or become disabled? Are you confident about your financial future?
Meetings occur virtually on a video call. We start with a free Introductory Meeting. I will listen to your concerns and explain how I can help.
The next step is a Getting Organized virtual meeting after you sign a planning agreement. You will be asked to collect and share documents in a secure online vault such as tax returns, paystub, portfolio statements, monthly spending, insurance documents, and possibly estate planning documents. I then get to work to create a net worth statement, portfolio analysis, and monthly cash flow statement.
Our second virtual meeting is called Refining Your Goals. We review your current financial situation and identify prioritized goals such as travel, retirement, and other large expenses. I then create a deeper analysis of your goals and develop specific actions for your consideration.
Our third meeting is called Embracing Your Plan. I present your custom financial plan and recommendations for achieving your highest priority goals. We brainstorm on effective strategies for you to work on over the next several months.
Our final meeting is a brief Check-in several weeks later. What actions have you taken and what results have you seen? Do you have additional questions?
Your Retirement Roadmap ($2,480)
Your ideal retirement is within reach - let’s build your Roadmap together. For most couples, the one-time fee is $2,480 and includes (learn more).
Financial Goals
Retirement Projection
Investment Portfolio Analysis
Tax Planning Opportunities
Personal Action Plan
Client Reviews
“Coming close to retirement, we wanted to have a financial professional assess where we stand. We interviewed a number of people prior to making a commitment. Scott stood out for his knowledge, his clarity and his background. We are extremely happy that we chose him.
Scott listened intently, shared his thoughts and guided us through the process. We now have a clearer picture going forward which was our goal. Scott’s guidance and mentorship gave us the confidence and reassurance in our ability to retire comfortably.
We highly recommend Scott to anybody looking to better understand their financial health and stability approaching retirement.”
“Scott’s financial advice has been thorough, timely, and understandable. He listened and provided prudent recommendations tailored to our particular needs and circumstances. Our outlook on our retirement changed for the better thanks to Scott’s clear and well-articulated advice.”
“I have been retired for over two years and am loving it! Scott and I have been colleagues for over twenty years. His ongoing financial advice leading to my retirement was invaluable and gave me confidence in my decisions along the way. He is great at explaining options and reminding me to keep an eye on the big picture. Scott’s advice is independent, trustworthy and continues to play an important role during my retirement.”
Reviewers are not compensated and have no material conflicts of interest.
Personal finance does not have to be complicated. I teach you how to manage your finances with confidence.
Client Story: Emily & Charles
Emily, 57, and Charles, 60, are on the tail end of raising three successful children with the youngest about to graduate from high school. Emily works for a large private university in the Midwest and Charles works for a state agency. He has a sizeable whole life policy with rising premiums. They have done a good job saving for retirement but were unsure when they could each stop working and maintain their standard of living. They have travel goals, home remodeling dreams, and want to support their children with weddings, education, and grandchildren. After working together for several weeks, I was able to reassure them they are indeed on target for Emily to retire at 60 and for Charles to work as long as he wants to. They benefited from a net worth statement, investment portfolio analysis, life insurance analysis, retirement projection, and an estate plan review. They appreciated an objective second opinion and clarity for their financial future.
This client story is hypothetical and does not represent an actual client. You should not interpret any part of the story as a guarantee of achieving similar results or satisfaction if you engage us for financial planning services.
Next Steps
Intrigued? Are you curious how I can help you organize your financial clutter and achieve clarity and confidence? Learn more about me and my services.
Read my journey to becoming a money mentor.
Discover your financial plan options.
Browse frequently asked questions (FAQs).
Schedule a free introductory call.
