$897.00 USD

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Retirement Mini-Plan for Families (1 Payment of $897)

The Retirement Mini-Plan is perfect for those who want to build a solid retirement plan--without all the extra elements of the full financial plan.

Here's what you'll get:

  • One 1-hour consultation to determine your goals, objectives, and current financial state
  • A discussion on what you wants retirement to look like, an analysis of how much it will cost, and the action steps necessary to get there
  • An optimization of your future Social Security filing strategy
  • A recommended investment allocation to make sure your long-term money is in the right place
  • A comprehensive summary doc of the Retirement Mini-Plan + Financial Action Plan checklist
  • One 1-hour meeting to debrief Plan results and recommendations
  • 30 days of phone and email support as you’re implementing any recommended changes