Get Analysis of your progress toward

Retirement Readiness

Get a thorough analysis and projections of how you're doing on your path toward retirement. You'll have a better understanding of if you are on track to meet your retirement goals including when you can retire, how much you'll have at retirement, and the amount of inflation-adjusted income you can expect to receive.

 

Retirement Navigator

Knowing if you are on course with your retirement savings offers incredible peace of mind. Using your current retirement account balances, annual contributions, and portfolio allocations; we will provide a customized analysis of your retirement readiness. We will also offer recommendations on how to adjust your retirement planning to better achieve your goals.

 

YOU'LL RECEIVE

  1. Clarity on your goals for your retirement
  2. Analysis of your current path to retirement including:
  3. Projections for retirement account balances at retirement
  4. Estimated retirement income adjusted for inflation
  5. Options for earlier or later retirement
    • Projections for retiring 5 years earlier and 5 years later
  6. Recommendations for achieving the retirement you want

$500 for Your Personalized Plan

$750 for couples who each have a workplace retirement plans

Additional fees apply for plans which include stock options, phantom stock, or other complex situations


Free for ongoing Planning clients

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Our Process

We start with a free initial discovery meeting to explore your goals and explain how financial planning can help achieve them. 

From there, we develop a detailed plan including analysis of your current situation, explaining potential alternatives, and recommending a course of action.