Retiring With More Confidence
The prospect of retirement, for many, is equal parts exhilaration and fear. I help you retire more confidently, easing fears with informed insights and creating clarity around your savings, investment potential and retirement plans.
Retiring With More Confidence
The prospect of retirement, for many, is equal parts exhilaration and fear. I help you retire more confidently, easing fears with informed insights and creating clarity around your savings, investment potential and retirement plans.
Reducing Complexity for Retirement Living
Investing in Quality of Life
Keeping Pace with Your Needs and Expectations
One in a million may mean something different these days but you’re still uniquely you with unique life choices. My planning and investment management process reflect this. I work with you, in your style, at your pace.
Regular Conversations
As your planner and financial confidant, we’ll talk regularly. I want every call to be one you’re happy to answer.
Introductions and Acquaintance
Maybe we’ve met before, or maybe you’re a client referral. Whatever the case, the first step is meeting, getting acquainted and seeing how we connect.
Your Finances Front and Center
Once we’re connecting and have a clear picture, I make financial recommendations. If these plans work for you, we’ll move to implementation. This part looks different for everyone.
Implement, Refine, Repeat
Once we implement your plan, we’ll check in and fine tune, further refining and promoting accountability. Initially, this process can take up to a year.
Annual Cadence of Communication
We’ll meet regularly and monitor your progress every year. At the very least, we’ll talk in May and again in October, just after taxes and before the end of the year.
Regular Conversations
As your planner and financial confidant, we’ll talk regularly. I want every call to be one you’re happy to answer.
Introductions and Acquaintance
Maybe we’ve met before, or maybe you’re a client referral. Whatever the case, the first step is meeting, getting acquainted and seeing how we connect.
Your Finances Front and Center
Once we’re connecting and have a clear picture, I make financial recommendations. If these plans work for you, we’ll move to implementation. This part looks different for everyone.
Implement, Refine, Repeat
Once we implement your plan, we’ll check in and fine tune, further refining and promoting accountability. Initially, this process can take up to a year.
Annual Cadence of Communication
We’ll meet regularly and monitor your progress every year. At the very least, we’ll talk in May and again in October, just after taxes and before the end of the year.
You can rely on a regular cadence, in the ways you like to meet, so you feel supported and confident in your retirement savings, lifestyle and investments. If you have questions in between, or need some advice on a purchase, I’m just a call away.
The Price for Clarity
Every client relationship starts with a comprehensive financial plan. This plan is our playbook, providing both you and I areas of focus and provides the clarity around your unique financial situation to make your next, best moves.
Your custom comprehensive plan starts at $3,000.
If you enlist Pennant Planning to manage and deliver on the strategies and recommendations from your plan, like Investment Management or Risk Management Planning, I can offset the cost of your initial plan with fees for these services. It’s all very transparent and provides you the options to make informed decisions about your financial future and retirement approach.
