Your Retirement Roadmap

A Custom Financial Plan that helps you understand and manage your finances as you make your final approach to retirement

Retirement Roadmap - $2,480

Retirement Roadmap is for couples close to work optional (a.k.a. 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.

  • 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

In our collaborative approach, we guide you through a 6-step process to develop a custom financial plan.

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 financial plan.

Step 5: Complete the recommended actions.

Step 6: Monitor and review yearly.

How I help couples approaching retirement

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 financial plan around your specific needs and goals.

Meetings occur virtually on a video call.

Introductory Call - We start with a free Introductory Meeting. I will listen to your concerns and explain how I can help. We then decide if it will be valuable to work together.

Getting Organized - After signing an agreement and making the initial payment, you collect and share financial documents in a secure online vault. Documents may include tax returns, paystubs, portfolio statements, monthly spending, insurance policies, and estate planning documents. I then get to work to create a net worth statement, portfolio analysis, and monthly cash flow statement.

Refine Your Goals Meeting - During our first virtual meeting, 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.

Embrace Your Roadmap Meeting - During our second virtual meeting, I present an initial draft of your plan and my recommendations. We brainstorm on effective strategies for you to work on over the next several months on your own.

Final Check-in - Our final meeting is several weeks later when we discuss actions you have taken and your initial results. We also address any final questions you may have.