Hitting Your Stride
Your earnings are growing, you have a start on building your nest egg, but what are you missing?
Included in your plan:
- 1 Hour data gathering and goal setting meeting.
- Monte Carlo based simulation to determine your annual retirement savings target for various retirement years and scenarios.
- Analysis of your investments to include quality, diversification, and cost across all of your accounts.
- Check up on your current life insurance for the right amount, the proper type of policy and potential cost savings.
- College savings plan.
- 90-minute plan presentation.
- 1 follow up meeting for help with plan implementation.
- 1 year of planner availability by phone for questions.
Cost: $2,500* Annual retainer for ongoing advice is available.
*Pricing subject to increase depending on complexity of planning goals. You will receive a fixed quote for your personal plan before we start work.