Solve Your Personal Income Equation
One of the most common fears about retirement is running out of money before you run out of life. In my experience, the most important and often overlooked factor in determining whether you'll have a successful retirement is having a firm grasp on your spending in retirement.
I call this the Personal Income Equation and solving this through financial planning is the most effective way for you to achieve that work optional lifestyle.
I work with clients to sort out complicated financial situations and develop a roadmap to help them meet their financial goals. At its core, financial planning is connecting your money to your life.
I'm a firm believer that having a well-crafted and highly refined process drives results.
That process starts with an honest assessment of assets and liabilities and arrives at how much you need per month after tax to cover essential expenses in retirement.
By leveraging technology, we then stress test your investments against those stated goals and retirement income needs to fit every piece of the puzzle together. My goal is to make sure the resulting picture matches your vision for retirement.
Remaining diligent and staying on track alleviates panic selling, trend chasing, market timing, and other mistakes that harm investors, damage investment portfolios and impair financial plans.
For any questions, please call us at (603) 384-3862