It’s easy to get started with Life Transitions Planning! We are here to help you understand your financial situation, create a personalized plan, help you gain a greater sense of financial freedom, and implement strategies to help you retire and stay retired.
Step 1) You Schedule Your Initial Consultation
Your first virtual meeting will be all about YOU. We‘ll discuss your short-term, mid-term and long-term financial goals, including retirement. And remember, planning ahead for the retirement you desire can help ensure you stay on track to attain it!
Before our first meeting, we need you to upload a few essential documents for review in order for us to have a deep and thorough conversation. NOTE: We will send you a link to a secure eMoney site in advance of our meeting. If these documents are not provided, we will need to reschedule.
Required Documents
- Recent Paystub
- Full TSP or 401(k) Statement
- Social Security Statement
Helpful Documents
- Roth IRA, Mutual Fund and/or Brokerage Account Statements
- Liability Statements (loans, balances, interest rates charged, etc.)
Step 2) We Review Your Impact Report
After our first meeting, we’ll reach out and schedule another meeting with you which will be a deep dive into your current financial picture and retirement status. You’ll receive tailored recommendations to help improve your retirement plan and help you achieve your financial goals.
Your personal Impact Report will be completed in approximately two weeks after your initial consultation, and we will schedule the second meeting with you. We look forward to going through this easy-to-understand overview with you, and planning our next steps! If you find our insights valuable and feel confident in our approach, we would be honored to have the opportunity to manage your investments and support your financial goals.
