One Time Retirement Plan
[There are 3 spots left for November]
Quick note…
Jack here,
I typically only work with people on an ongoing basis, but recently I’ve been getting a fair amount of people asking for a second set of eyes on their plan. They still want to manage their own investments, but make sure there isn’t anything 1) they’re missing or 2) they can improve upon.
Makes sense. You go to your doctor for a check up to make sure everything is good and there’s nothing to worry about. Maybe you’ll hire a personal trainer or nutritionist to help you come up with a gameplan that will get you from where you are, to where you want to go. That’s what I’m doing with this offer. Give it a read, and if it sounds like it’s what you’re looking for, grab some time on my calendar to talk through it.
If you want to retire in the next 5 years, then I can help you with a one-time retirement plan.
Together we’ll build your retirement playbook. It’s like having a financial planner in your corner, without the long-term commitment.
This plan is a good fit for you if:
• You’re 50 or older.
• You have $500K to $2.5M saved.
• You want a second set of eyes on your finances while you continue to manage your own investments.
What we’ll answer together
Retirement:
• What does it look like if you retire today? What if you retire 5 years from now?
• Which account(s) should you save to? Which account(s) should you spend from first?
• How much can you safely spend? How do you implement and manage that?
• What happens to your spending if a big expense shows up? What about a market drop in your first year?
• How does starting Social Security sooner vs later affect your situation? If you start later, how do you safely spend more from your portfolio in the meantime?
Tax:
• What does your retirement tax picture look like? When should you consider implementing tax saving strategies?
• What moves should you consider to save taxes? Roth conversions? 0% capital gains?
• Will RMDs be an issue for you? How do you make sure you’re not paying higher healthcare premiums than you have to?
• What documents do you need to complete your tax return? How should you actually pay your taxes?
Investments:
• What's working in your current portfolio and what isn't?
• How should you split between growth (stocks) and income/steady (bonds)?
• Which investments belong in which accounts?
• When should you make changes? When should you sell investments to get your spending money?
• Do you have a written plan detailing all of this?
Family plan:
• Are your core insurance and estate documents up-to-date?
• What moves should you consider based on your situation?
• Do you have a contact list of your beneficiaries and key people in your plan?
• How can you get these documents organized?
Your retirement playbook:• 1 page plan that summarizes your situation.
• 1 page statement that details your most important investments and income.
• Written reports capturing each of the “
What we’ll answer together” pieces
• Your own
RightCapital plan.
We’ll have three scheduled meetings over six weeks:
Meeting 1: We get to know each other, talk about what you’re looking for, and discuss what this process looks like. No decisions are made on this call.
Meeting 2: The focus is on you. We dive deeper into the numbers and make sure we’re on the same page.
Meeting 3: We review your final plan and answer your biggest questions.
Important note: This is planning only. I'm not managing your investments or preparing your returns.
The fee is $3,000:
• $1,500 due when we sign the agreement.
• $1,500 due after our third meeting.
If after the third meeting you don't find us working together helpful, then we’ll cancel the agreement.
No need to pay me the second $1,500 installment, and I’ll refund you the initial $1,500 payment.
Nothing out of pocket for you, and we can walk away as friends.
And here’s something extra…
You’ll get access to me for an extra 90 days after our third meeting for any extra questions or help you might need.
Grab a free call with me.
As a reminder, no decisions are made on this call. We're just getting to know each other and see if it'd be a good fit. These calls usually run about 30 minutes.
Click the button below to schedule a call.
