Retirement planning. What a horrible two words!
No one wants to think about getting old. But a healthy dose of reality early on your life will ensure your glory years are ones filled with lots of fun and minimal financial stress.
When approaching retirement, we ask the following 3 questions:
Getting all these ideas crafted into a consolidated plan helps us work backwards to figure out how much money is realistically required.
It is a whole lot easier to make a big difference in the long term if you start with smaller amounts earlier rather than larger amounts later.
Our process focuses around the following 6 areas: