Retirement Reality Check

To help you make an educated, informed decision about hiring me, I offer a free Retirement Reality Check assessment to show you how to improve your finances before you pay me anything in fees.

Answer these three critical questions:

ARE YOU ON TRACK FOR RETIREMENT?

We review your current financial picture and determine if the retirement that you want is realistic.

CAN YOU LOWER YOUR TAXES?

We review your accounts and tax information to look for opportunities to lower your taxes now and in retirement.

CAN YOUR INVESTMENTS BE IMPROVED?

We examine your portfolio to ensure that you’re not missing out on any investment opportunities.

How It Works

1. Initial Phone Meeting

First we have a quick 15-minute introductory call to see if my expertise matches up with your needs. If I am not a good fit, I will make sure to introduce you to another high integrity Planner that is better suited to your needs.

2. First In-Depth Meeting

Next we have a 60-90 minute meeting where we make sure that we are crystal-clear about all of your financial goals, needs and desires to assist me in building out your Retirement Reality Check. Before this meeting, I will also request a few important documents from you.

3. Our Analysis

I now apply my years of financial planning training and experience to your situation to determine if you’re on track for retirement, if you can lower your taxes, and if your investments can be improved.

4. Second In-Depth Meeting

We follow up with another in-depth meeting in which we go over – in plain English – exactly what you need to do to meet your financial needs and goals. This includes the answers to the three questions included in the Retirement Reality Check.

5. Think It Over

I am looking for long-term relationships, so there’s no rush or pressure for you to make a decision. After we meet, we want you to make sure that our philosophy, our recommendations and the value that we bring are in-line with your needs and expectations.

6. Third Meeting and Paperwork

In our third meeting, I will answer any remaining questions that you may have and, if you’re ready, get started on the paperwork required to become my client. Prior to this meeting we will have sent you a detailed explanation of this process and addressed many of your concerns.