The first step to our retirement planning process is getting to know each other:
What would you like to accomplish?
What concerns you the most, now and in the future?
What have you done before, what are your experiences?
What is your current situation?
When would you like to retire?
How would you like to live in retirement?
Let’s discuss what a pre-retirement portfolio should look like and why:
What are the challenges you’ll face in retirement?
How could you get into trouble during retirement?
What tools should you use to build a portfolio that’s as close to bulletproof as is humanly possible?