Most financial planners charge thousands of dollars to create a 50-page report attempting to answer these questions, and that report will sit and collect dust inside a drawer somewhere for years. What’s worse is that all the information becomes obsolete by the following year or as soon as any of the assumptions change.
Most financial planners charge thousands of dollars to create a 50-page report attempting to answer these questions, and that report will sit and collect dust inside a drawer somewhere for years. What’s worse is that all the information becomes obsolete by the following year or as soon as any of the assumptions change.
This is the type of analysis we do with our clients interactively in real time so that we can test and measure different variables right in front of their eyes. That way they can see for themselves which factors are the most powerful and which factors they actually have control over. We then work with them to devise a strategy that will move them closer to their retirement goals without compromising the things that are important to them along the way.