Retirement Planning
Planning for retirement can be fun and exciting if done correctly. It’s more than just determining a dollar amount in the bank. It’s about defining what you want retirement to look like, then creating a detailed plan to get there, typically focusing on financial independence as the primary objective. Collaborate with a CFP® to calculate the amount you need to save to reach your retirement goal, then review the most appropriate savings options available. With a year of email support, you will even be able to ask questions throughout the startup process.
$1,350
What you’ll get
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Two 90-minute meetings with a CFP®
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Access to our online platform to input your financial information prior to your meeting, and the ability to track your progress for one year
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Clarity on what you want retirement to look like
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A follow up email with personal recommendations and next steps
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A one-page retirement plan, emailed to you after your session
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Unlimited email support for one year
In-person and remote options
In today’s world, a physical space or presence no longer defines an organization’s reach. We’ve made the investment in the technology needed to work with clients efficiently and effectively from anywhere. We’re always glad to see you in our beautiful office, but when that’s not possible, we can still be connected.
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