Do you know how much you need to make work optional? If not, we can help.
- Learn how we use the Elements® Financial Monitoring App to give our clients confidence they’re making the right financial decisions to achieve their Dreams.
- We start with a One Page Financial Plan to help you quickly identify areas that require a closer look.
- Next, we'll review your Financial Independence Presentation to show you the magic number you need to make work optional and how much you should aim to grow your net worth per year, to reach Financial Independence.
A FEW QUESTIONS WE CAN HELP ANSWER:
- How much do you need to make work optional?
- Are you taking the right amount of risk?
- Do you have the right mix of assets?
- Are you using your income wisely?
If you're looking to simplify your finances and need help building an easy to understand Financial Plan, please feel free to schedule a Free Consultation.
Previous Updates
Saving for College and 529 Plans
Mother's Day: Best Financial Tips for Mothers
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Financial Planning for a Baby: What You Need to Know
Keep These Tips In Mind When Reviewing Your Tax Return.
- https://www.bloomberg.com/news/articles/2019-03-26/almost-half-of-older-americans-have-zero-in-retirement-savings
- https://www.gao.gov/products/GAO-19-442R
- https://www.fool.com/retirement/2017/07/30/americans-average-social-security-at-age-62-66-and.aspx
- https://www.morningstar.com/articles/879494/75-mustknow-statistics-about-longterm-care-2018-ed.html
- https://www.barrons.com/articles/why-americans-dont-save-for-retirement-51557061222?mod=hp_INTERESTS_retirement&refsec=retirement
- https://www2.deloitte.com/us/en/pages/financial-services/articles/meeting-the-retirement-challenge-deloitte-center-for-financial-services.html
- https://www.aarp.org/money/investing/info-2017/half-of-adults-do-not-have-wills.html