…the planning process
Here are a few screenshots of the planning process (click any image to enlarge it):
We start by making a few estimates of where you are today… and what expectations you might have for some possible future life events…
We’ll work with you to help you to firm up your future expectations for cash flow before and during retirement…
Thinking about helping the kids with college? We research and estimate costs with you so that we can work them into your plan…
Want to buy a motor coach and travel the country? Thinking of buying a B&B in The Haight and reliving the Summer of Love? Maybe more practical things like weddings, gifting, charities? We’ll work that into your future cash flow plan too…
We’ll make a few assumptions, play a little “what if”, run the numbers over and over and over if you want. Plan on living to 110? We’ll see if you’ve got the cash flow to make it… in today’s dollars AND tomorrow’s dollars…
It’s best to know NOW if you’re not going to make it down the road. And, we do this every year with you so that if you’re off-track, we all know it quickly and we know EXACTLY what needs to get done to get back on track…
Many firms charge thousands and thousands (and thousands) of dollars for a la carte retirement planning services… none of which come close to the detail and reality of our custom future cash flow planning program. As a client, we’ll work with you on this one-of-a-kind analysis at least annually at no charge as part of our investment management service.
If you would like a FREE, NO OBLIGATION custom cash flow analysis, please contact me to schedule an appointment. We’ll meet at your home or office, our office, a coffee shop anywhere, or even in cyberspace via remote web sessions if that’s what works for you.
