Step 1 - The Retirement Design Meeting™
At The Retirement Design Meeting™, we use The Lifestyle Cost Calculator™ to help you place an accurate price tag on your lifestyle, The Income Forecaster™ to determine your predictable income sources when you stop working, and The Investment Quantifier™ to tally everything you've accumulated over your lifetime.
At The Retirement Design Meeting™, we use The Lifestyle Cost Calculator™ to help you place an accurate price tag on your lifestyle, The Income Forecaster™ to determine your predictable income sources when you stop working, and The Investment Quantifier™ to tally everything you've accumulated over your lifetime.
Step 2 - Retirement Roadmap™ Creation
A seven step process is used to create your custom designed Retirement Roadmap™ to help you answer your two biggest questions: "Can I afford to stop working?" and "If I can, how should I do it?"
A seven step process is used to create your custom designed Retirement Roadmap™ to help you answer your two biggest questions: "Can I afford to stop working?" and "If I can, how should I do it?"
Step 3 - The Retirement Roadmap™ Review Meeting
In a relaxed environment, we carefully review all of the paths laid out in your Retirement Roadmap™. This helps you develop the confidence you need to make important decisions that you can be comfortable with.
In a relaxed environment, we carefully review all of the paths laid out in your Retirement Roadmap™. This helps you develop the confidence you need to make important decisions that you can be comfortable with.
Step 4 - The Retirement Roadmap™ Implementation
Meeting
Your Retirement Roadmap™ comes with an Action Plan, a list of recommended steps to put you on the right track. At this meeting, we coordinate and assist you with the implementation of your Action Plan.
Your Retirement Roadmap™ comes with an Action Plan, a list of recommended steps to put you on the right track. At this meeting, we coordinate and assist you with the implementation of your Action Plan.
Step 5 - The Implementation Recap Meeting
Once all of the steps have been taken to implement your Action Plan, we meet to summarize the changes you've made to insure that they are in line with your Retirement Roadmap™.
Once all of the steps have been taken to implement your Action Plan, we meet to summarize the changes you've made to insure that they are in line with your Retirement Roadmap™.
Click on text areas to see summarys.
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