Sometimes you have to make big decisions, like should you make higher 401(k) contributions, change jobs, or choose different employee benefits. Sometimes you have to make life-changing ones, like should I keep the home in my divorce or go for more savings in the retirement accounts? Sometimes you need to make decisions about your retirement, like how much income will I need to retire and stay retired? How will I turn my 401(k) or TSP into an income stream that will last as long as I live? When should I take Social Security? How will my whole financial picture fit together?
How We Help You Make Important Decisions
At Life Transitions Planning, our mission is to be your guide, and help you KNOW that you are making the right financial decisions on your path towards true independence. Life Transitions Planning can help you map out an action plan and allow you to gain the financial clarity you seek in order to make smart, informed choices no matter what life transition you are facing! We can show you how to make the various financial pieces of your life fit together.
Meeting One
The Initial Consultation
Meeting Two
The Review Meeting
