Welcome to our ONLINE Retirement Analysis process
The process is simple. We start with just 9 basic questions. During our next conversation, we will then customize this report to your specific situation, goals, and address the concerns you may have about your Financial Future. After your complete these 9 questions, we will receive a notification and look forward to our next meeting. |
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Do you have Investment Statements?
Many clients have Investment Statements that we will analyze as well. When you upload your Quarterly Investment statement (PDF is best) to our secure server, we will then run a Riskalyze Report which breaks down Performance, Risk, Fees and more. To upload, just click SECURE UPLOAD LINK
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What is a Retirement Analysis?
We provide a realistic assessment of ones needs and a written plan for future financial goals for those committed to financial independence in retirement so they can worry more about life and less about their money. We strive to help make sure you lead the retirement you want to live. Today's economic climate is a whole lot different than it used to be. To succeed, it is important that you understand your situation first, and then find someone to help guide you through the maze of investment choices you have.
We provide a realistic assessment of ones needs and a written plan for future financial goals for those committed to financial independence in retirement so they can worry more about life and less about their money. We strive to help make sure you lead the retirement you want to live. Today's economic climate is a whole lot different than it used to be. To succeed, it is important that you understand your situation first, and then find someone to help guide you through the maze of investment choices you have.
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Establish Goals and ObjectivesSuccessful people have developed the habit of making decisions that positively impact their future. Strategic decisions, followed by sustained commitment and accompanied by a clear process that will assure the best results. Goals and Objectives are the heart of any good plan and determines the action steps going forward.
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Gather Important InformationWe like to help you determine what you want and need in an advisor that you choose work with. We share with you what type of work we do, how we do it and what you can expect from us. It's very important that we are a good fit for each other before we start the process. After all, we consider our clients lifetime friends...
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Evaluate Current SituationA comprehensive review will be conducted on your documents, strategies and products being used. We will "pick apart" each element to determine why and how these items fit into your goals and objectives. We help you to understand what you are have now, how it is working and where it will lead you.
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Develop Comprehensive PlanOnce we know your goals and objectives, evaluated your current situation it is now time to develop a comprehensive plan that will meet those goals. Breaking down each piece of the puzzle and explain how they fit together, complimenting each other. We call this the ROAD MAP.
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Analyze and Implement The PlanOnce the Road Map has been determined and agreed to, we will help you implement each step, leaving nothing to chance. We will help you with each piece, making sure each element is in place properly as designed, organized for your understanding, and set forth on auto pilot so you do not have to worry about it.
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Maintaining the Plan (Annual Reviews)Creating and implementing the strategic plan is just half the battle. Any good plan requires evaluation and maintenance. We will set in motion a periodic ongoing review of your goals, strategies and products, help you to rest assured that you remain on target to where you want to go.
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