1 hour
@
$1,500.00
If we developed a Retirement Plan for you in the past three years AND there have been no significant changes, select this option.
We work virtually and collect 50% of fees upfront.
Our 4- to 6-week process includes two 60-minute calls.
The initial call is to update your information. The second call is a virtual meeting where we screen-share the analysis.
Schedule your initial call by selecting a convenient date and time.