Our Process


Can You Have the Retirement You Want?

The benefits from your Retirement Lifestyle Plan don't come from doing it once and forgetting it. Planning is an ongoing process. Your plan should be reviewed and updated at least once a year, and more often if you have significant changes in your Goals. Updating your plan regularly is the best way to put current events in perspective, decide what changes are appropriate, and strengthen your confidence in the future. See below for the Six Steps to Creating Your Retirement Lifestyle Plan, and contact me to discuss your Financial Planning options.

1. Identify all your unique Goals and select the Importance of each.

2. Identify the resources that will help fund your Goals.

• Income Sources
• Investment Assets
• Savings
• Other Assets

3. Determine the balance of Risk and Return that is right for you.

4. Create your personal Retirement Lifestyle Plan.

5. Review and discuss your Plan results.

• See how you're doing now
• Determine how to get into your Confidence Zone

6. Implement your Action Items.

• Establish a savings strategy
• Implement an Asset Allocation strategy for your Investment Portfolio