Traditional retirement planning worked for your parents. But they had a shorter, less active retirement. With pensions and Social Security that carried most of the load.
As a result, rigid, “old-guard” planning is slow to:
How quickly you identify and respond to these changes could make the difference between thriving and struggling during retirement.
Agile Retirement Management sees you differently. You’re not a math problem.
You’re a person with a bucket list, priorities and a fluid life. Agile Retirement Management matches your every stride.
Predicting will prove you wrong. Rather than trying to foresee an unpredictable future, ARM accepts that the future is unknowable and refocuses you on what you and I can control.
Collaboration gets results. You know your life. I know how to guide people into and through retirement planning. You and I can work together to find solutions that make sense for you. That’s the recipe for a more meaningful retirement. When necessary, we bring in subject-matter experts to work through your most specific and difficult challenges.
Retirement requires flexibility. ARM helps identify necessary short-term changes in the most effective and responsive way we can. That allows you to adjust on the fly to life’s financial curveballs.
Prioritization means maximization. Your financial life is filled with intimidating, sometimes pressing decisions. Agile Retirement Management helps you take action on the most pressing issues while still keeping the total picture in focus. That means you can live in the moment more every day without worry you’re missing something.
Communication keeps you content. Little conversations between you and I all along the way are what will help keep you in the moment while still having confidence about the future. Even if your situations change.
Over decades of working with clients like you who expect better retirement planning, we developed a Retirement Standard of Care to help make your retirement uniquely great.
How? While keeping watch for risks and opportunities that improve your retirement, this standard protects you in five critical financial management areas:
The Retirement of Standard of Care Helps You Cover All the Bases
Unlike traditional planning, you and I will create an initial roadmap to answer your most important questions. Then we can work through our proprietary Retirement Standard of Care by establishing a regular rhythm of meetings (Huddles).
During each Huddle we’ll update where you’re at, make adjustments, review the Standard of Care, prioritize what needs to be done and set up immediate action steps.