We’ll work together to create a retirement roadmap that addresses the issues important to you.
During a series of 3 live video calls we’ll:
After our meetings, you will be equipped with:
Once we’ve completed your retirement roadmap, for clients with a minimum of $750,000 investable assets, we offer our Agile Retirement Management (ARM) and Fixed & Flexible investment processes to guide you through the retirement journey.
Using our ARM process we’ll systematically work through our Retirement Standard of Care to stay on top of your financial life and work to respond as your life and world changes. We’ll work together so you can make the most of today and still have confidence you’ll be okay tomorrow.
Our Fixed and Flexible investment process will help control costs and but stay flexible enough to work to avoid undue investment risk.
We’ll help you identify risks and opportunities so together we can take concrete action to help you create a big retirement.
|One Time Roadmap||$1,500||Balance of $3,000 due upon completion|
|ARM with Investment Management||$0||Asset based pricing starting at 1%|