Financial planning for 40 to 55 year olds.

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Challenges that we see people in their 40s and 50s experience:

Don’t have a way to organize their entire financial picture to manage everything easily. Their finances look like the junk drawer in the kitchen.
Most have been investing in a 401(k) but aren’t sure how that account or the investments are going to really work in their financial plan.
They have an advisor but don’t usually question if the plan they have is the one that is going to work out for them.
Unsure if they are on track for retirement.
Don’t have any idea on how they are going to turn their assets into income or default to “living on the interest” which carries a risk of running out of money before retirement is complete.
Have investments but don’t know enough about their investments to know if they are in the investments they should be in.
Are behind in their savings goals and aren’t sure how to make saving money a priority.

Organize their financial picture so they can start managing everything they have easily and simply.
Show people how to create habits and behaviors that are going to set them up for success in accomplishing the goals they have.
We provide a second set of eyes on the work professionals have helped them with to give them additional resources and direction beyond what they’ve received.
Help build a retirement plan that works to ensure you do not run out of income before retirement completion.