The Retire-Ready Blueprint
Step 1: Drafting the Blueprint | 60-90 minutes
Together, we will start to answer the questions;
- Why do you want to retire?
- What do you hope to accomplish by retiring?
- What will a successful retirement look like?
- Will you ride off into the sunset or go out with a bang? Can you have both?
- Which of my retirement goals are a higher or lower priority?
Step 2: Draft Assessment | 60 minutes
We analyze your current financial position against the context of specific goals identified in ‘Drafting the Blueprint’. We will discuss where you feel your retirement has specific strengths and weaknesses.
Step 3: Data Entry | 90 minutes
We enter your unique details into our cutting edge financial planning software suite and conduct a completely custom retirement analysis, complete with Monte Carlo retirement simulations.
Step 4: Blueprint Delivery | 60-90 minutes
The results of your comprehensive retirement plan are delivered. You will be able to clearly identify your retirement strengths and weaknesses. Written recommendations of next steps will be provided. We do not sell any financial products, but referrals will be made where appropriate.
Once we deliver the Retire-Ready Blueprint, you will have answers to the following questions:
- When can I retire?
- Why do I want to retire?
- Can I achieve my desired retirement income?
- How long can my investments sustain my income?
- What improvements can I make to my retirement plan?
- What is my ideal Social Security claiming age?
- What are my retirement healthcare options?
- Will I have a surplus for my heirs?
- What is the annual cost of my investment plan, are the costs appropriate?
Suggested price: $3,500**
**Suggested price, details will be provided during your free call.
Schedule yourself for a no-cost, no-obligation 30 minute introductory call. Pick our brains for 30 minutes for FREE and decide if our Retire-Ready Blueprint is right for you.
Schedule your appointment here: