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Retirement Income Planning Process

older woman working at desk with lap top, calculator and papers

First -- how much are you projecting your expenses to be?

Fill out a simple questionnaire, an anticipated living expenses worksheet, and provide copies of some documents. Why do we ask for all of this information?  Good information in, good advice out. We are looking to make sure that ALL your financial vehicles are working together for your best financial world. 

Below is a something to get you started. Once you engage with us, we'll want more information. But if you're up late, here's a place to start!

Cash Flow Calculator

Next, we ask a lot of questions ....

Then, we take your information and use The Living Balance Sheet®, a balance sheet of your own, so you can have your financial world at your finger tips. (Check out the mobile app!) A plan will be created around what you want to happen and how we can help you make that happen. 

You are always in control of your financial world.

We are here to educate and guide.

We use software to project out your current assets

And what accessing your accounts, and in what order, could look like in your financial future. 

There are so many variables. It's impossible to say what happens in the future. The software used allows us to take your risk tolerance and create a peek into the (possible) future. 

Always, your financial future is created by the STRATEGIES utilizing your financial holdings.

You deserve to live the life of your dreams. We're here to help you do that.

It's YOUR world: Take Control.

Click here to see the full process 

Learn more

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This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.