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Available Online

Personalized Retirement Roadmap

A 1-hr session to develop a Roadmap for your retirement goals

Service Description

One-on-one coaching and a Personalized Retirement Roadmap with actions and milestones to help you achieve your retirement goals. What to Expect From the Session: Before the session: Survey questions to understand your retirement goals and concerns, and current retirement planning progress. During the session: I will summarize and discuss your retirement goals and concerns, and current retirement planning progress, using the information provided in the survey. Then, we will develop your roadmap with actions and milestones for achieving your goals and tracking your progress. Your roadmap will include: - Target retirement date and expected retirement expenses - How much you will need based on your expected retirement expenses and lifestyle - Actions to close the gap from where you are today to where you want to be by your target retirement date - Milestones to help you track and celebrate your progress After the session: In the first few months, expect milestone check-ins and occasional insights and tips to support your financial journey. Throughout your session with me, you'll have the opportunity to ask questions and seek clarification and understanding.

  • 1 hour
  • 199 US dollars

Contact Details

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