Before proceeding, please consider doing our Basic Retirement Analysis first. Here’s why:
- Many of your questions may be answered in the analysis
- The total cost may be significantly lower
- You can add a personal consultation to the analysis for only $150 more.
- If you still have questions you will have a foundation to build upon
An analysis gives you a snapshot of your situation and often people like to look at different scenarios and options. Each Consultation is custom to the client’s needs. Here is our process.
- Agree on the scope of work. No Charge
- Provide an estimate of the time and cost
- Discuss the analysis
- Provide payment.upon completion of work