Once we decide to work together I will take you through Our Seven Pillar Process– This process happens at your pace on your schedule. We will chip away at this gradually until we have covered all of the essential areas to ensure you have a complete game plan. All of these steps together are used to form your comprehensive RETIREMENT INCOME GAME PLAN.
As you transition to retirement, you will be making some of the most important financial decisions of your life. You need to get these decisions right as any mistakes you make now may not manifest until you are way too old to do anything about it. As you prepare to retire, there is a lot of research to do. You may not have everything in place, but you know that you need to do something. I have a checklist that may help.