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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.