Financial Planning

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You know what you’d like your retirement to look like, but how do you get there? How do you have confidence that your expectations for the future are realistic?

Our financial planning package is designed to help you figure out what it’s going to cost to live your dream retirement. It will help you have realistic expectations about what’s possible and give you confidence that you’re on track. If it turns out you’re not on track, we will help you create action steps that will get you back on track.

What to expect.

We’ll need to gather some information from you about how much you’ve saved, how much you are currently saving and about your goals for the future.

Two 60 – 90 minute phone or zoom calls. One to get to know you better and the second to deliver the results of your plan.

After the process, you’ll have confidence about what expectations are realistic for you and will understand what action steps you need to take in order to reach your goals.

We’ll send you the results of your plan complete with actions steps.

For future reviews of your plan, you can book a phone or zoom meeting with the same financial advisor for our hourly rate of $250 per hour.

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