$1,200.00 USD

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Permission to Dream: Personalized Retirement Strategy for Individuals

You’ve been proactive about planning, but you’re ready to feel the relief of knowing that you’re set up for the retirement you want. Here’s how we make that happen:

✔️2 one-hour consultation sessions

✔️Detailed investment advice based on your goal retirement age, lifestyle, and preferences

✔️In-depth review of your 401ks

✔️Tips to accelerate your progress

✔️Personalized retirement recommendations + Financial Action Summary checklist

✔️BONUS: 30 days of post-planning support