Retirement Planning Package

(Price: Individuals-$599, Couples-$799)

Includes:

Strategy Session #1: Retirement Planning (1.5-2 Hr Each)

  • Implementing and fine-tuning current money management system

  • Tax Analysis for Efficiency in Maximizing Monthly Cash Flow

  • Implementing a money management system for your business to account for self-employment tax, business expenses and savings. 

  • Introduction to the design of a financial plan and the components of the plan

  • Formalize all the financial parts and how they work together

  • The purposes of each account and when to use the money in these accounts

  •  Discuss Short-term Savings Needs and how much should be in your savings account

  • Housing Analysis for a recent  home purchase or future investment property

  • Action Item: Implement steps to increase future retirement income, create new streams of revenue, identify any blind spots in our plan we haven’t addressed or have no existing plan in place.

Strategy Session #2: Retirement Planning (1.5-2 Hr Each)

  • Analysis of Current Retirement Benefits (Old and Existing Plans)

  • Deferred Compensation/401K Investment Analysis

  • Review Pension Estimates and  strategize when to take pension benefits

  • Evaluate social security statement and social security maximization of benefits

  • Discuss the impact of taxes on your retirement income and how it compares to current cash flow and budget

  • Evaluate Retirement income shortage and create a plan for supplementing your lifestyle with business income and other independent contract opportunities

  • Present  your Retirement Analysis

Bonus

Three Coaching Calls (30 min, used as needed) to discuss one-off situations occurring in life