Do you want to know what you need to do to retire when you want, how you want? Our retirement planning process is for those planning to retire within 5-15 years. This option provides an in-depth review of your current financial standing and your retirement objectives. The process includes:

  • Current net worth statement
    • Overall picture of your assets and debts
  • Current cash flow statement
    • Where is your money going and how much should you be saving?
  • Retirement capital needs analysis; up to 2 scenarios
    • Do you need to make adjustments to retire the way you want? Are you putting aside enough savings? At what age can you retire?
  • Review of your current asset allocation and investment portfolio
    • Is your current asset allocation appropriate for your investment objectives? Is it tax efficient? Are you paying too much in fees?

Price range: $1,500-$2,000