The Retire Ready Checkup
How Would You Rate Your Retirement Plan?
Get your free assessment with our complimentary analysis.
Will You Have Enough Money In Retirement?
What's this about?
The Retire Ready Checkup is designed to give you a snapshot of your current financial picture. Think of it as a report card of your retirement plan. It will show you exactly where you currently stand, and will show you the probability of achieving your retirement goals. It will also show you the impact small changes and adjustments to your strategy could have on your plan.
Are you on track?
Stress Test
We will also stress test your current retirement plan. What if the stock market were to drop substantially? What if taxes were to rise in the future? What if Social Security benefits go down or costs of health care increase more than expected? This report will show how your plan would be expected to hold up in these types of situations and more.
Is this for me?
This is ideally suited for those that are committed to the financial planning process. Our clients typically include:
Those that are retired or planning to retire in about the next 10 years.
Diligent savers that have done well so far, but that don't have a specific plan in place for Asset Preservation and Income Distribution.
People who value the help of a professional, and prefer not manage their own personal finances and investments.
How much does this cost?
There is no cost. This is a complimentary service we provide to all prospective clients. Understand that this is not a comprehensive financial plan. This is an assessment which helps to show both the strengths and weakness of your current retirement plan.
What if I already work with an advisor?
It's your call. You may not need this assessment if you have full confidence in your current retirement plan.
What is the process?
It starts with a phone call. We'll discuss your retirement goals, and get a basic understanding of your financial situation. After the analysis is complete we will schedule a virtual meeting via Zoom so I can share my screen and we can review our findings.
What information do you need from me?
We'll need to collect information related to your Social Security benefits, any pension benefits, and any relevant retirement accounts or other investments.
What's The First Step?
Schedule a 20 minute phone call.
We will make sure your situation matches my expertise. Also, you can ask any questions you have on the process.