Financial Health Checkup
A one-time retirement readiness review.
What It Is
A clear, professional look at where you stand. I review your retirement income sources, investments, taxes, Social Security, and retirement timeline. You get honest answers and a plan. No ongoing commitment required.
Think of it as a checkup for your finances. You come in, get expert eyes on your situation, and leave knowing what to do next.
Who It's For
This is a good fit if you:
Close to retirement? A one-time review usually is not enough. The decisions come fast and they are hard to undo. If you are within a few years of your retirement date, an ongoing planning relationship is the better fit. Book a Retirement Clarity Call here and we will talk through it.
The Process
Step 1: Document Gathering: You send me a few key documents. Investment statements, your most recent paystub, your most recent tax return, and details on any pension, Social Security, or retirement accounts.
Step 2: Advisor Review: I study your full picture and build out my findings.
Step 3: 45-Minute Consultation: We meet over Zoom. I walk you through what I found and what I recommend. This is your time to ask anything.
Step 4: Detailed Follow-Up: You get a written summary of our call. My findings, my recommendations, and your next steps, all in one place.
Your Investment: $550
One flat fee. No surprises.
What Happens Next
After your checkup, you choose your path:
Option 1: Do It Yourself: Take the recommendations and run with them.
Option 2: Hourly Support: Want a hand putting the plan in place? I offer implementation help as needed at $275 per hour.
Why I Offer This
Not everyone needs ongoing financial planning, and that is okay. Some people just need expert guidance at the right moment. The Financial Health Checkup gives you that, without the long-term commitment.
Ready to Get Started?
A one-time retirement readiness review.
What It Is
A clear, professional look at where you stand. I review your retirement income sources, investments, taxes, Social Security, and retirement timeline. You get honest answers and a plan. No ongoing commitment required.
Think of it as a checkup for your finances. You come in, get expert eyes on your situation, and leave knowing what to do next.
Who It's For
This is a good fit if you:
- Are early in the planning process and want to catch blind spots while there is still time to fix them
- Want a second opinion on a plan you are already building
- Are weighing a big decision soon
- Do not need (or are not ready for) ongoing investment management
Close to retirement? A one-time review usually is not enough. The decisions come fast and they are hard to undo. If you are within a few years of your retirement date, an ongoing planning relationship is the better fit. Book a Retirement Clarity Call here and we will talk through it.
The Process
Step 1: Document Gathering: You send me a few key documents. Investment statements, your most recent paystub, your most recent tax return, and details on any pension, Social Security, or retirement accounts.
Step 2: Advisor Review: I study your full picture and build out my findings.
Step 3: 45-Minute Consultation: We meet over Zoom. I walk you through what I found and what I recommend. This is your time to ask anything.
Step 4: Detailed Follow-Up: You get a written summary of our call. My findings, my recommendations, and your next steps, all in one place.
Your Investment: $550
One flat fee. No surprises.
What Happens Next
After your checkup, you choose your path:
Option 1: Do It Yourself: Take the recommendations and run with them.
Option 2: Hourly Support: Want a hand putting the plan in place? I offer implementation help as needed at $275 per hour.
Why I Offer This
Not everyone needs ongoing financial planning, and that is okay. Some people just need expert guidance at the right moment. The Financial Health Checkup gives you that, without the long-term commitment.
Ready to Get Started?