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Organizing Your Retirement

To view the portion of our video workshop that focuses on Retirement, begin at 14:53.

Are you hoping to retire at some point? Maybe you've just started your career and want to begin planning now for your retirement goals. Or maybe you are nearing the end of your career and want to check in on your goals to ensure your retirement needs can be met. Or maybe you are right in the middle of your career, but want to ensure that you are on track to meet your retirement goals. Or lastly, maybe you are already retired and want to make sure you are living out your plan well. Wherever you may be in this process, we are here to assist you with ensuring your retirement affairs are organized and obtained.


Learn more today by clicking the below link to access information we refer to in our video and Podclasses.  


The Organized Investor Reference Guide as of Nov. 2023

One tool that we would like to share with you is our Envision Analysis report that will allow us to run projections providing differing scenarios based on your retirement goals and your current assets.  These reports are fully customized to your personal situation, which means, like the need to provide us with your financial information for the Portfolio Insight report, we will also need this information to run an Envision Analysis.  

After the report is run, we will have a face to face meeting where we will discuss what the analysis yielded and will guide you with suggestions on how you can best meet your retirement goals.  

Client Centered

Below you will find additional resources/tools that will assist you with taking the next step in this process.  Additionally the same way that we shared about the differing ways you can provide us with your information in the Organizing your Investments section, these same steps carry over here as well...upload them to our secure Citrix Sharefile program, email/mail them to us or complete the below forms that provide us with the necessary information pertaining to your assets and goals, which will be sent directly back to us.  Please feel free to contact us with any questions as you read through the below samples and take the next steps with this process. 

Envision Brochure Complete

Envision Brochure Complete

Take a few moments to read about the fully customized Envision Analysis report.

View Brochure

Envision Brochure Condensed

Envision Brochure Condensed

This condensed version of the Envision Brochure will highlight features of this report.  

View Brochure

Envision Sample Couple 

Envision Sample Couple 

Check out this sample of an Envision report using a couple scenario. 

View Sample

Envision Sample Retired Widow

Envision Sample Retired Widow

Check out this sample of an Envision report using a retired widow scenario. 

View Sample

Ready to see what our Envision plan says about your retirement goals?

If you are ready to begin the process of organizing your retirement, having us create an Envision plan for your personal goals is a good first step. Below you will find two different forms that can be completed and submitted using our secure Citrix Sharefile program.  We would encourage you to fill out the full Envision profile form, as this will provide us with the most information and in turn yield the most accurate picture of your personal situation.  If you would rather fill out the condensed version, just know that the information collected on this form will not provide a complete snapshot of all the retirement scenarios that you may encounter, due to insufficient data. Before filling out one of these forms, click on the "Envision Process Checklist" button below which provides information on what you will need and what will be asked of you to complete this analysis.  After we have compiled your Envision plan, we will set up a time to meet with you face to face to discuss where you are at in regards to meeting your retirement goals. 

Envision Process Checklist

Envision Profile Form
(Full) 

Click below to complete the full version of our Envision Profile form, which will yield the necessary data necessary to run this customized report. Once completed and submitted, the form will be sent directly to us via our secure Citrix Sharefile program. 

Envision Profile Form - Full

Envision Profile Form
(Condensed)

Click below to complete the condensed version of our Envision Profile form, which will yield portions of the data necessary to run this customized report. Once completed and submitted, the form will be sent directly to us via our secure Citrix Sharefile program.  

Envision Profile Form - Condensed

Additional Resources for Organizing your Retirement

Once Upon a Goal 

Watch Now


Retirement

            and Quality of Life              

Watch Now


A Bucket Plan to Go with Your Bucket List 

Watch Now


Where Will Your Retirement Money Come From? 

Read Now

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