Retirement Plan

Step 1: Gather Information

We begin by gathering information about you and your financial situation. This includes both tangible details, such as cash flow, anticipated expenses, savings, Social Security benefits, and investments, as well as less tangible factors, like your values and life goals. You can provide documents easily by uploading them securely to the ShareFile folder we create for clients who work with us.

Step 2: Analyze

Using MoneyGuideOne®, we model your current plan and project your future retirement income and expenses. We evaluate whether your current savings rate, investment strategy, and risk exposure put you on track to meet your retirement goals. Any gaps or potential challenges are identified so you can take informed steps to address them.

Step 3: Review and Explore

Once our analysis is complete, we schedule a meeting with you to review the data and discuss the results. After the meeting, you receive access to MoneyGuideOne®, allowing you to log in and explore your retirement plan. This interactive tool helps you understand how different variables, such as savings rate, retirement age, or investment returns, can affect your likelihood of success and the strategies you may consider implementing.

This link takes you to a page with videos that explain how clients can use MoneyGuideOne® once they have access to their retirement plan. The videos provide a clear overview of what actions are possible and what is not within the platform.

Estimated time: 3 to 5 hours