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You may be like many other American's approaching retirement that have questions about money and retirement.
For example, you might be asking yourself questions like:
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The first step to building a more stress-free, happy retirement is making a plan. Like the "A Team" used to do!
5 Step Process
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Knowing what you want and when you want it is the first step to actually making measurable progress. If you don't know what you want how will you ever get it? |
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Once you know what you want, the next step is to figure out what resources you have to help you get what you want. I call this knowing your numbers. This is things like what your expected retirement income and expenses will be as well as all your assets and debts. Without this information it is impossible to create a meaningful plan. This is the time to get your ducks in a row! |
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Step 3 is where we crunch your numbers to reveal if you are on track to reaching your goals. This is also where we look for little tweaks to help significantly improve your probability for success. This is where you learn all the pros and cons and decide what options you like best. |
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Now is the time to take ACTION and implement your new plan. You can try to implement your new plan on your own or we can help you from start to finish. Let's face it, nothing stays the same. The key to success is paying attention to your plan and updating it regularly. We update our plans at least quarterly so we can identify potential problems or new opportunities to do better. |
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