SERVICES
Pre-retirees & Retirees
Click here to view a sample list of questions you can expect to find solutions for with this service.
Onboarding: Gain access to the financial planning platform to kickstart your journey.
Personal Consultation: Discuss your values, vision, goals, concerns, and challenges during a personal financial consultation.
Options Evaluation: Assess different financial options and stress-test them to gain confidence in your financial decisions.
Asset management: Benefit from strategic management to grow and protect your assets.
Ongoing Support: Schedule additional meetings as needed for job changes, major purchases, or unexpected life events, providing ongoing financial support.
Annual Meetings: Enjoy 3-4 focused meetings in subsequent years covering:
Cash flow allocation and management
Tax planning strategies for short- and long-term savings
Additional meetings as required for continued support.
Assets Under Management (AUM) Fee Schedule
Hourly or flat fee available for limited, one-time planning projects.
