Our Pre-Retiree Process
We have a clearly-defined, thorough, and tested retirement planning process for those who are looking to retire, like you.
Step 1: Assess Your Current "Retirement Readiness"
This meeting will either be held at our offices or online and will be a chance for us to:
Get to know each other and see if working together will be the right fit
Identify your goals, understand obstacles, and see where we can add value to your plan
If we feel it's the right fit and you want to proceed, we can discuss next steps & fees for our services
Step 2: Initial Retirement Planning
So what does initial planning mean? We focus on solidifying these important pieces of your financial puzzle:
Deep-dive into all of your investments, assets, and liabilities to determine where you're at in relation to the goals you've outlined for us.
With you onboard, restructure your portfolio (or keep as is) to better align with your goals.
Set you up for success when that retirement date comes (whether that's in 5 years or 5 weeks) by providing a clear understanding of monthly income, healthcare planning, insurance, and legacy planning.
Step 3: Ongoing Retirement Planning
Sticking to the plan is often the hardest part of financial planning. With ongoing planning, we focus on keeping your plan relevant, tax-efficient, and aligned with your goals (which may change over time...and that's okay!).
In addition to consistent monitoring of your plan, I like to stay connected with my clients more than once a quarter. You'll hear from me monthly through relevant newsletters, blogs, social media, and other important communications regarding your specific plan or larger market news. My clients love these short and relevant communications, and I know you will, too!