The Five Questions You Must Answer Before Retiring

When is the right time to retire? Is it now?

Most people typically consider whether they can afford to retire; but it is a much more nuanced decision than that.

Choosing the right time for you to retire is a highly personal decision, which is about much more than the dollars and cents of being able to afford it.

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How much can you afford to spend during retirement?

How will you get the most out of life, without living in fear that you will run out of money before you run out of time?

There’s no prize for being the richest person in the cemetery.

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How will you spend your most valuable currency, your time?

A successful retirement encompasses more than how you’re spending your money, but how best to spend your time.

All play with no purpose can lead to boredom and a feeling of “is this all there is?”

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How will you maintain and grow your social network during retirement?

The importance of making new connections with people doesn’t stop when you retire.

As social creatures, we need to avoid isolation and loneliness which can create a higher risk of adverse health conditions and/or cognitive decline.

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Is your portfolio or 401(k) too risky for your financial plan?

The portfolio that helped you to create wealth during your career, may not be the right portfolio to help you to preserve wealth during your retirement.

The risk you’re comfortable taking with your investments may be different now that you don’t have a paycheck to rely on.

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Find out if you’re ready to retire.

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Here's What You Can Expect As A New Client

Your plan will be created over the course of four meetings, which can be virtual, in-person, or a hybrid of both depending on your needs.

Click the bars for meeting details.

1. Welcome
At our first meeting we will learn more about you, your philosophy about money, and review a list of documents that are necessary to complete your plan.
2. Investments
We will review your current investments, the tax impact of the proposed changes, and discuss your comfort level with risk.
3. Goals
After the Preliminary Investment Review meeting, we will discuss your cash flow and net worth statements, along with confirming your financial planning goals.
4. Your Plan
After the Goal Setting meeting, we will present multiple plan scenarios for your approval. We will also discuss how our investment strategies will integrate with the requirements of your financial plan.
5. Follow Up Call
We will follow up to review any questions you may have concerning your financial plan and/or investment portfolio.

1. Welcome To The Firm

At our first meeting we will learn more about you, your philosophy about money, and review a list of documents that are necessary to complete your plan.

2. Preliminary Investment Review

We will review your current investments, the tax impact of the proposed changes, and discuss your comfort level with risk.

3. Goal Setting

After the Preliminary Investment Review meeting, we will discuss your cash flow and net worth statements, along with confirming your financial planning goals.

4. Plan Presentation & Investment Proposal

After the Goal Setting meeting, we will present multiple plan scenarios for your approval. We will also discuss how our investment strategies will integrate with the requirements of your financial plan.

5. Follow Up Call

We will follow up to review any questions you may have concerning your financial plan and/or investment portfolio.

Our Team’s Commitment To You

  1. Your call or email will be returned on the same business day.
  2. Explanations that make sense to you.
  3. Recommendations that are in your best interest.
  4. Meetings done on your terms; virtually, in person, or a hybrid of both.
  5. Exceptional results begin with us listening exceptionally well to you.
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