A Retirement Planning Process for Peace of Mind
You have retirement questions. Through planning, we can find the answers.
WHEN CAN I RETIRE?
HOW MUCH WILL I NEED?
HOW LONG WILL MY MONEY LAST?
HOW DO I CREATE A RETIREMENT PAYCHECK?
HOW SHOULD MY RETIREMENT ASSETS BE INVESTED?
WHEN SHOULD I CLAIM SOCIAL SECURITY?
Let’s face it; retirement is one of the most critical life decisions you will ever make. Once you hit your 50s, there is much more at stake. As you move closer to your retirement years, it is time to map out your vision for retirement and assess where you are now in light of where you’d like to be.
A purposeful and prosperous retirement begins and ends with planning. What is your vision for retirement? And what do you value most? We consider your vision and values as the guiding North Star of your retirement plan.
Retirement planning is not a one-time event; it’s an ongoing exercise. You will experience life changes along the way, and your goals and needs may change. The world, the economy, the political landscape, and tax laws that impact retirees also change.
There are many moving parts to consider as you move to and through retirement.
We offer a peace of mind retirement planning and investment management process for our clients that is ongoing, comprehensive, and easily adaptable to your retirement journey.
Through planning, we also help you answer these life-related retirement questions:
What do you want to retire to?
Where do you want to retire?
Who do you want to spend your time with?
What are your dreams, goals, and fears?
…along with the money-related retirement questions. That’s real financial planning.
A Planning Process for Peace-of-Mind in Retirement
What is Your Unique Vision for Retirement?
Define
We start by defining your unique vision for retirement! What are your dreams and goals for retirement? Your concerns and fears? Let’s paint a picture of your vision.
Design
In designing the details of your retirement plan, we consider all aspects of your financial life; your income needs, assets, and other resources to determine the best path forward.
Align
A retirement plan only works when we purposefully align your financial assets and actions to your vision and goals. It’s kind of like getting your stars in alignment!
Refine
Life never goes as planned. That’s why we modify and adjust your plan to and through your retirement journey. Retirement planning is a dynamic and ongoing exercise.