Financial Planning

by | Oct 4, 2018

Many of my client engagements begin with a financial plan, which lays out client goals along with a roadmap to and through retirement. We use MoneyGuidePro, which provides a statistical estimate of achieving client goals – e.g., 87% likelihood of not outliving your money if spend $100,000/yr throughout retirement and live to age 93. Once the baseline financial plan is established, we run various scenarios so the client can visualize the impact of retiring earlier, or higher inflation, or anything else, on their retirement success.


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