Is Your Retirement on Track?
Meet with an experienced advisor in a one-time consultation designed to understand your situation, answer your questions, and outline clear next steps.
WHO IT’S FOR
You’re getting closer to retirement and want a clearer picture
You’ve been saving and planning, but you’d like to understand where you stand and what to expect in the years ahead.
You want to make sure all of your bases are covered
You’ve been saving and planning, but want to confirm your financial picture is complete and that there are no gaps or missed opportunities before retirement.
You want experienced guidance on what to improve or update
You want access to the deep insights and resources of a CERTIFIED FINANCIAL PLANNER™ professional, a benefit that’s traditionally limited to ongoing advisory relationships.
A simple way to step back and review your retirement readiness
This one-time consultation gives you the space to talk through your current position, ask questions, and walk away with a clear set of next steps.
HOW IT WORKS
SCHEDULE
CONNECT
IMPLEMENT
Meet with one our financial experts.
Review and refine your retirement plan.
Leverage the deliverables to act on your learnings.
Consultation fee is dependent on several factors, typically ranging from $2k - $4k.
Frequently Asked Questions
How is this different from working with an advisor long-term?
This is a one-time consultation. You’ll receive a structured review and clear next steps, but there’s no ongoing commitment.
Who is this best suited for?
This is designed for individuals nearing retirement who want guidance and a plan, but aren’t ready to engage in a long-term advisory relationship.
What will I walk away with?
You’ll leave with a clear understanding of where you stand, along with a set of practical next steps you can implement on your own.
How much does it cost?
The consultation is offered at a flat fee, typically between $2,000 and $4,000 depending on complexity. We’ll confirm the scope and cost upfront.
