Case study - Are you ready for retirement?
How do you know if you're ready for retirement? We reveal our process step by step.
Michael and Jennifer look tired. They sit across the table from us, holding their financial documents. We pour a cup of coffee for everyone and prepare to have an open and honest conversation. Read more in Chapter 1
Our job is just to ensure that your investment portfolio will provide you with the retirement you want, and it's our job to be honest no matter what. As we run the numbers, it doesn't add up yet. But don't worry, there's good news coming. Read more in Chapter 2
It's important to have a direction but it's also important you know we'll adapt to your changing priorities and plans. It's our job to give you financial options and ensure the options take into account your long term objectives. Read more in Chapter 3
If you have any questions or would like to come in for a chat please don't hesitate to get in touch. We look forward to hearing from you! Read more in What happens next?