Before proceeding, please consider doing our Basic Retirement Analysis first. Here’s why:

  1. Many of your questions may be answered in the analysis
  2. The total cost may be significantly lower
  3. You can add a personal consultation to the analysis for only $150 more.
  4. 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.

  1. Agree on the scope of work. No Charge
  2. Provide an estimate of the time and cost
  3. Discuss the analysis
  4. Provide payment.upon completion of work