You’ve spent much of your working career saving for retirement. Uncertainty and anxiety lurk in your thoughts as you wonder if you are still on track for the retirement you have dreamed of.
Don’t let external forces erode your financial stability. Put your financial plan on the front burner and set yourself up for retirement success. After years of hard work, you deserve to enjoy your loved ones and free time in the manner you choose.
Putting all the financial pieces together can be a daunting task, especially when you aren’t sure who to ask for help or guidance. There are so many financial products and strategies that it can be overwhelming to figure out what works for your needs.
You don’t need an advisor on an ongoing basis, but you need financial guidance to make sure you are on the right track. As you search for an advisor to help, you realize that it is nearly impossible to find a reputable firm that offers standalone financial planning services.
The Personal Benchmark Analysis (PBA) will provide a 'what if' model of your financial situation, and assess the likelihood that you will reach your financial goals.
Take that next step.
Remember what this is all about - the freedom to do what you want in retirement.
Let us help you move forward.
Step 1. You will receive an email invoice as well as a confirmation email, with a link to schedule your 30-minute intro call and login information for the Funded Ratio questionnaire.
Step 2. Schedule your intro call. On your intro call, you will schedule your hour-long discovery meeting, where you will get an overview of the process and discuss what documents will be needed to complete the analysis.
Step 3. Complete the Funded Ratio questionnaire.
Step 4. Upon completion of the questionnaire and the intro call, our team will schedule your discovery meeting (60 minutes). At the discovery meeting you will discuss your goals and other financial objectives in more detail and learn more about the retirement income optimization framework.
Step 5. Next, at your discovery meeting, you will discuss your goals and other financial objectives in more detail while learning about the Retirement Income Optimization framework. After your discovery meeting, your advisor will compile your information and analyze your results.
Step 6. Finally, you will schedule and attend your hour-long review meeting to discuss the results of your Funded Ratio Analysis and Personal Benchmark Analysis.
For the funded ratio, you will need to provide information on your current investments and any properties that you own, as well as estimates of your future income, savings, and expenses. For the personal benchmark analysis, the advisor will require more documents and provide a way for you to securely share them.
You will receive your results during your review meeting with an advisor.
This is a snapshot of where you currently stand with regards to your retirement income situation. This is a financial checkup, and can be used to help you create a comprehensive financial plan, but it is not a plan in itself.
No, the CARE Analysis is only available for purchase by individuals in the United States.
