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ASSESS: Retirement Strategy Assessment^™

The assessment that helps you determine:

What questions should we be asking as we approach our retirement transition?
Are we on the right track given our retirement priorities?
What costly investment mistakes are we making?
What tax-saving opportunities are we missing?
What investment, cash flow, and risk management strategies should we focus on?
How can we protect ourselves and avoid hidden conflicts of interest?
Can we benefit from The Relaxing Retirement Coaching Program^™?

MANAGE: Retirement Blueprint Management Program^™

Your pre-scheduled Retirement Blueprint^™ Reassessments and Retirement Bucket Reviews provide you with the step-by-step missing structure and disciplined support system you need to maintain your financial confidence in all financial conditions. You have answers to all of your questions so you can continue to live the life you’ve earned.

Are we still on the right track given our retirement priorities?
Can we afford to continue our pace of spending and gifting to our family?
Is our evidence-based investment system working and providing the market rates of return we need to protect our purchasing power and make our Retirement Bucket^™ of investments last?
What is our strategy when the stock market crashes?
Are we on track to meet our IRA Required Minimum Distribution?
What is our strategy when tax laws change? Is our withdrawal strategy to support our cash flow needs still tax efficient?
Should we reposition our investment holdings to reduce our taxes? Can we benefit from tax loss harvesting?
How can we strategically donate to our favorite charities and schools?
How should we pay for our next car?
How much can we afford to help our family financially? What’s the best strategy?
How can we prepare our family for when we’re no longer here so it’s financially seamless and not a burden to them?

IMPLEMENT: Retirement Blueprint Implementation^™

Our dedicated team helps you coordinate and implement each step in your custom-designed Retirement Blueprint^™ Action Plan answering your most important questions:

What steps should we take to implement our Retirement Blueprint^™ Action Plan?
Who handles all the necessary paperwork and phone calls to get us on track so we don’t make costly mistakes?
How are deposits delivered from our Retirement Bucket^™ of investments directly to our checking account for our cash flow needs?
Who will help us draft and coordinate our updated estate plan, and help re-title our assets and beneficiaries?
Who can help us independently shop for cost-effective insurance coverages: home, auto, umbrella, life, and long term care (if we need to update coverages)?
How and where can we independently monitor our investments on-line when we want to?

BLUEPRINT: Retirement Blueprint Development^™ and Review

A meticulous step-by-step Retirement Blueprint^™ is crafted and reviewed with you answering your most important questions:

Can we afford to stop working and retire (if we choose to)?
How much can we afford to spend without running out of money?
What investment rate of return do we have to earn to outpace inflation and protect our purchasing power?
What evidence-based system should we use to help our Retirement Bucket^™ of investments last in all market conditions?
Which investment accounts should we draw from to support our spending needs each year?
When should we strategically begin accessing social security?
What is our short and long-term strategy to reduce our income taxes and increase cash flow?
What are cost-effective ways to protect ourselves if we get sick and need care?
What steps should we take to protect my spouse when I’m not here?
How can we make sure that everything we’ve worked so hard for seamlessly passes to who we want without delays, probate fees and estate taxes?
Can we afford to buy a vacation home or should we rent?
Can we afford to help our grandchildren with college costs?

PREPARE: Retirement Confidence Preparation System^™

Access the essential tools and resources for preparing personal financial information so you can make accurate, calm, rational decisions based on your unique circumstances and priorities, including:

What is our retirement timeline of important dates and deadlines?
What information do we need to make educated retirement decisions?
What tools can we use to determine what our ideal retirement lifestyle will cost?
How should we prepare for large expenses in the future?
How much will we receive from pensions and social security under all scenarios?
What cost of living raises can we expect?
How much do we have we built up in our Retirement Bucket^™ of investments?
How will each of our investments be taxed?

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