We want to ensure this is the right process & fit.
If you agree to move forward we will schedule our first full session.
During Covid 19 we will meet via video chat or phone.
RETIREMENT PLANNING PROGRAM for Singles
We explore what you can control & plan for the unpredictable.
1 hr1 h
3 SESSION PLAN $600
3 SESSION PLAN $600
Online, my office or customer's place
Service Description
Expect 3 - 1 hour sessions to create your Retirement Plan.
Projections to 90 years old and 3 scenarios are prepared.
Add annual sessions to review and adapt your plan as your life changes.
Call for a Free Introduction.