Ready to retire?
Let's make sure you're not missing anything.
One-time retirement plan. No ongoing commitment.
[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 retirement plan.
They feel comfortable managing their own investments, but have enough questions that are still bothering them:
• Do I really have enough to retire?
• How much can I actually afford to spend?
• Am I making any expensive mistakes I don't know about?
Makes sense. Retirement is a big change. So why not get a checkup?
That's what this one-time retirement plan is for.
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 figure out together
The goal is simple. Help you understand where you are, what you can improve, and what to do next
Can you afford to retire?
• What happens if you retire today vs five years from now?
• How much can you comfortably spend?
• What happens if the markets drop right after you retire?
• When should you start Social Security?
Are you paying more in taxes than you need to?
• What will your taxes look like in retirement? What tax strategies make the most sense for you?
• Which accounts should you spend from first?
• Will RMDs be an issue? 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?
Are your investments set up for retirement?
• Are you taking too much risk? Or maybe not enough?
• How much should you have in stocks vs bonds?
• How do you turn your investments into a dependable retirement paycheck?
• When should you make changes?
What else might you be missing?
• Are your insurance and estate documents up-to-date?
• Do you have a written plan detailing all of this, so that someone could manage it for you if needed?
• Do you have a contact list of your beneficiaries and key people in your plan?
• How can you get these documents organized?
Your own retirement playbook• 1 page plan that summarizes your situation and next steps.
• 1 page statement showing your important investments and income sources.
• Written reports capturing each of the “
What we’ll figure out together” pieces
• Your own
RightCapital plan.
We’ll have three scheduled meetings over six weeks:
Meeting 1: Let's get to know each other.
We'll talk about your situation, what you're looking for, and how the process works. This is a free 30-minute call, and no decisions are made.
Meeting 2: Let's dig into the numbers.
We'll review your finances, talk through your biggest concerns, and make sure we're focusing on what matters most to you.
Meeting 3: Your retirement playbook.
We'll walk through your completed plan, discuss my recommendations, and answer your questions so you know what to do next.
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.
No ongoing fees or long-term commitment.
I want you to feel like the plan was worth your time and money.
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.
So if questions come up as you start putting your plan into action, you can reach out.
Want a second set of eyes on your retirement plan?
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 grab a time on my calendar.
