Retirement Plan Overview (45 Minutes – virtual or in person): After reviewing the information you’ve provided, here’s where we’ll discuss the results of your Retirement Plan Overview. While it’s just preliminary, it can start to answer some of the more pressing questions you may have:
- Have I saved enough?
- Am I on track?
- What changes should I make?
By the end of this call, we’ll get perfectly clear on your goals, current situation, and areas for improvement. We’ll also introduce you to our philosophy, process, and service offering. You will get to know who we are and what we do. After that? Sleep on it.