PHASE 1: Retirement Blueprint Development™
PHASE 2: Retirement Blueprint Management™
Your 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 economic environments so you can live the life you’ve earned.
- Pre-scheduled Reviews to Assess Impact of Changes:
- Your Priorities
- Life Events
- Markets
- Tax Laws
- Inflation
- Retirement Bucket™ Management
- Investment Discipline/Risk Maintenance
- Tax Efficiency Management
- Cash Flow Management
- Risk Management
- Gifting Strategy
The Relaxing Retirement Sliced Bread Guarantee
At any time, and for any reason during the first twelve months of our relationship, if you don’t think Relaxing Retirement Coach is the greatest thing since “sliced bread”, we will return all fees paid and part friends.
DESTINATION: Total Financial Independence
P.S. If you really stop and think about it, all those years of dedicated saving and investing are of no value to you now if you don’t have the confidence to spend it.
