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