Your Retirement Roadmap

Together, we’ll create a custom financial plan that helps you understand and manage your finances as you make your final approach to retirement.

Retirement Roadmap - $2,480

For couples getting close to retirement.

Confirm you are on track, explore social security and pension options, understand healthcare coverage options including Medicare, and identify any final adjustments as your approach this exciting life transition.

Includes

  • 2-month engagement

  • Three virtual meetings

  • Unlimited email support

  • Goal setting

  • Net worth statement

  • Retirement projection

  • Investment portfolio review

  • Retirement income planning

  • Social security analysis

  • Pension analysis

  • Estate plan review

Book Your Free Intro Call

Components of an Effective Financial Plan

There are several key components of a comprehensive plan. These elements provide a thorough assessment of your financial standing and a roadmap for reaching your goals.

  • Goal Setting

  • Net Worth Statement

  • Cashflow Analysis

  • Investment Portfolio Analysis

  • Employee Benefits Analysis

  • Retirement Plan Projection

  • Insurance Analysis

  • Tax Planning

  • Retirement Income Planning

  • Estate Plan Review

Our 6-step Financial Planning Process

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 develop a custom retirement plan around your specific needs and goals. Meetings occur virtually on a video call.

Schedule Your FREE Intro Call

Step 0

Free introductory meeting

Step 1

Define your financial goals.

Step 2

Gather all relevant financial information

Step 3

Analyze the information with respect to goals

Step 4

Develop a Retirement Roadmap

Step 5

Complete the recommended actions

Step 6

Monitor and review yearly