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Retirement Mini-Plan for Families (1 Payment of $1800)
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