The Retirement Readiness Review™ is designed for retirement-focused savers who want clarity about whether their current financial structure can support a successful retirement and are exploring an ongoing advisory relationship.
This process is often a good fit for individuals who:
✅ Prefer to delegate ongoing portfolio oversight so they can focus on life beyond their finances
✅ Want confidence that their spouse has a trusted professional to rely on
✅ Value an approach centered on managing risk and preserving flexibility, rather than trying to beat the market
If this resonates, you may schedule a short introductory call at the bottom of this page.
Note: Our typical client is age 50+ with approximately $1 million or more in investable assets, though we occasionally work with individuals below that level when the situation and planning needs align.
Free Retirement Readiness Review™
A thoughtful 3-step process to bring clarity to your retirement readiness and determine whether working together makes sense.
Step #1: Introductory Call
This brief phone call (15-min) gives us both an opportunity to confirm whether your situation aligns with our expertise and whether it makes sense to move forward.
Step #2: Retirement Clarity Meeting
Like any professional diagnosis, it’s essential to gather the right information before any evaluation is performed.
In this one-hour Zoom meeting, we’ll focus on understanding what matters most to you, your retirement goals, concerns, and the structure of your current financial picture.
Step #3: Retirement Readiness Review™
The purpose of this meeting is to answer one primary question:
Can I retire successfully?
In our framework, a successful retirement is one that is financially sustainable, resilient to risk, and does not rely on overly optimistic assumptions to work.
After evaluating the documents you’ve provided, along with the information gathered during your Retirement Clarity Meeting, we’ll meet for approximately one hour to review our findings.