Retirement Readiness Plan
This plan is perfect for those who are about to retire or are in the planning stages of retirement.
What You Get:
You get four meetings with Dave
and between-meeting work to create your:
- Customized RightCapital Retirement Plan to firmly answer the question, “Have I saved enough for retirement?”
- Comprehensive Financial Plan focused on your goals and encompassing all cash flow, tax, estate and insurance considerations.
- Prioritized action plan to keep you focused on the actions that will make the biggest impact on your personal finances with the least amount of effort on your part.
Together We Will
Create multiple retirement plan scenarios that look at the impact of varying your age of retirement, spending in retirement and incorporating goals like travel, passing money along to children or pursuing other passions and interests.
Establish your Retirement Paycheck to replace the income you have earned during your working years.
Incorporate tax planning, estate planning and Social Security planning elements to protect the wealth you have accumulated.
What It Costs:
$2,500 – $5,000
• Plan pricing is based on the complexity of your financial situation. Complexity increases with the addition of elements such as real estate investing or owning one or multiple businesses.
• Ongoing support to help you implement your plan is available beyond this four meeting package at a discounted hourly rate of $240/hour.
