In some instances, you may have questions or need advice and help regarding a specific situation, rather than ongoing planning. For example, perhaps you just want to know if you are on track for retirement.
I call this a Pre-Retiree “What’s Your Number” financial review and your questions might be:
- Will we be able to retire?
- How long will it take to get there?
- Are my investments in the right place for me to get there?
- Will I run out of money?
Depending on the complexity and scope of the issue, we can meet for 1, 2, or 3 meetings. The fee for project-based work will depend on the number of meetings involved.