Year One: The Retirement Roadmap Development Program™

The Retirement Roadmap Development Program™ is designed to help you clarify your thinking so that you can develop the confidence you need to make a transition to a life of no longer having to depend on income from work to support your lifestyle.

Even more importantly, it's about helping you maintain your confidence by providing you with a permanent support system and a permanent set of strategies to manage your money for the rest of your life. That all begins with Step One: The Retirement Design Meeting™.

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.

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?"

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.

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.

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™.

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