The best time to start planning is 20 years ago. The second best time is today. Let’s get started.
We’ll start with a complimentary discovery call so I can learn more about you. Where are you now? What are your hopes/wishes for the future? What are your worries? We’ll talk about your work situation, any family dynamics/issues, your current savings and goals in the short and long term. And you’ll have the opportunity to ask me anything.
Next Steps and Cost
Let's Dig In
See You Later
I’ll take all the information I gathered and what we discussed and put together a plan with two or three scenarios. What does it look like if you retire at 62 instead of 65? What if you move to a smaller community? Is home ownership possible? Then we would meet either on Zoom or in person to review these plans and make any adjustments. I’d then follow up by sending PDFs of the plans.