1 hour
We work virtually and begin the planning session by sending a link to our secure online portal.
Our 4- to 6-week process includes two 60-minute calls. The initial call is to review your information. The second call is a virtual meeting where we screen-share the analysis.
Our Retirement Plan evaluates how your spending will change in retirement and identify ways to ensure you don’t outlive your money. We'll project health care expenses and long-term care expenses.
Schedule your initial call.