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 - $2,980
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
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.
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Goal Setting
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Net Worth Statement
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Cashflow Analysis
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Investment Portfolio Analysis
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Employee Benefits Analysis
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Retirement Plan Projection
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Insurance Analysis
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Tax Planning
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Retirement Income Planning
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Estate Plan Review
Our 6-step Financial Planning Process
As your money mentor, I help you answer three questions:
Where are you now?
Where do you want to go?
How can you get there?
We develop a custom retirement plan around your specific needs and goals. Meetings occur virtually on a video 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