"YOLO - You Only Live Once."
Do you want to go back to work the same old grind? Want something better; do you have big dreams for a new career or your own business? Work How, Where and when you want. Burned out? Job Change? Let’s work on how you can work and invest the way you want. It is the American Dream - how to have a better life on your terms.
Are you excited about starting your journey?
Now let's PLAN for your future!
Some Important Things We discuss:
- What has your attention at this moment?
- What are your goals, dreams and needs?
- How to Create Retirement Income.
- Will you have enough for each goal?
- Do you worry about your investments?
- Would it help to review your financial plan?
- Let's maximize your Social Security.
- Health Care costs now and when you are older.
- How to avoid Being a Burden to Your Children.
- Your Legacy - How do you want to be remembered?
With a PLAN, you can relax!
Financial Planning should not feel like a visit to the dentist.
Tell me, are you saving enough?
Do you have a number? I.E., "I want to have $$$$$ by (age)."
- When would you like to retire?
- Or maybe you want to simply work part-time
- on your own terms.
You and I are going to plan for:
- Your Needs (basics for living)
- Your Wants (including goals and dates)
- Your Dreams (Do you want to travel?)
We will create a well-defined roadmap for achieving those goals. Once you have your roadmap, we can directly access your master plan to tweak and update it, create scenarios, adjust saving and spending to changes in your plans. Your Financial Plan can easily be updated.